Windsor Group LTD American Centy ETF Tr Avantis Transaction History
Windsor Group LTD
- $546 Million
- Q3 2023
A detailed history of Windsor Group LTD transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Windsor Group LTD holds 277,951 shares of AVUV stock, worth $27.1 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
277,951
Previous 263,501
5.48%
Holding current value
$27.1 Million
Previous $20.5 Million
5.95%
% of portfolio
3.97%
Previous 3.67%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio