Zhang Financial LLC American Centy ETF Tr Avantis Transaction History
Zhang Financial LLC
- $1.42 Billion
- Q2 2024
A detailed history of Zhang Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Zhang Financial LLC holds 15,701 shares of AVUV stock, worth $1.5 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,701
Previous 10,420
50.68%
Holding current value
$1.5 Million
Previous $976,000
44.26%
% of portfolio
0.1%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
673Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$555 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$326 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$262 Million15.17% of portfolio