Zhang Financial LLC American Centy ETF Tr Avantis Transaction History
Zhang Financial LLC
- $1.73 Billion
- Q4 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 20,485 shares of AVUV stock, worth $2.02 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,485
Previous 14,973
36.81%
Holding current value
$2.02 Million
Previous $1.44 Million
37.67%
% of portfolio
0.11%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
767Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$611 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$355 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$312 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$268 Million15.21% of portfolio