Westside Investment Management, Inc. American Centy ETF Tr Avantis Transaction History
Westside Investment Management, Inc.
- $470 Billion
- Q3 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 30,047 shares of AVUV stock, worth $2.89 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
30,047
Previous 21,592
39.16%
Holding current value
$2.89 Million
Previous $1.94 Billion
48.83%
% of portfolio
0.61%
Previous 0.44%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$596 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$372 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio