Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 26,112 shares of AVSD stock, worth $1.48 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
26,112
Previous 26,465
1.33%
Holding current value
$1.48 Million
Previous $1.43 Million
4.28%
% of portfolio
0.58%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding AVSD
# of Institutions
50Shares Held
1.34MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA264KShares$15 Million10.38% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.2 Million1.35% of portfolio
-
Old Mission Capital LLC93.3KShares$5.3 Million0.14% of portfolio
-
Merriman Wealth Management, LLC71.7KShares$4.07 Million0.19% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.8 Million1.94% of portfolio