Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 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 34,987 shares of AVSU stock, worth $2.14 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
34,987
Previous 24,725
41.5%
Holding current value
$2.14 Million
Previous $1.61 Million
43.31%
% of portfolio
0.45%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding AVSU
# of Institutions
67Shares Held
2.39MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA379KShares$23.2 Million16.33% of portfolio
-
Merriman Wealth Management, LLC319KShares$19.5 Million0.92% of portfolio
-
Ci Private Wealth, LLC Miami, FL163KShares$9.95 Million0.02% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$9.56 Million4.58% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL140KShares$8.52 Million0.15% of portfolio