Westside Investment Management, Inc. American Centy ETF Tr Avantis Transaction History
Westside Investment Management, Inc.
- $417 Billion
- Q1 2024
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 19,892 shares of AVUV stock, worth $1.78 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
19,892
Previous 16,237
22.51%
Holding current value
$1.78 Million
Previous $1.46 Billion
27.73%
% of portfolio
0.45%
Previous 0.37%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
636Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$476 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio