Widmann Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Widmann Financial Services, Inc.
- $129 Million
- Q4 2024
A detailed history of Widmann Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 61,882 shares of AVUV stock, worth $5.42 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
61,882
Previous 59,833
3.42%
Holding current value
$5.42 Million
Previous $5.74 Million
4.06%
% of portfolio
4.64%
Previous 4.36%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio