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 $28.1 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
277,951
Previous 263,501
5.48%
Holding current value
$28.1 Million
Previous $20.5 Million
5.95%
% of portfolio
3.97%
Previous 3.67%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
734Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$624 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$363 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio