Westside Investment Management, Inc. American Centy ETF Tr Avantis Transaction History
Westside Investment Management, Inc.
- $539 Billion
- Q2 2025
A detailed history of Westside Investment Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Westside Investment Management, Inc. holds 48,764 shares of AVUV stock, worth $4.84 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
48,764
Previous 43,504
12.09%
Holding current value
$4.84 Million
Previous $3.79 Billion
17.33%
% of portfolio
0.83%
Previous 0.81%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
923Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.45 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$485 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$350 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$274 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$272 Million0.02% of portfolio