Fidelis Capital Partners, LLC American Centy ETF Tr Avantis Transaction History
Fidelis Capital Partners, LLC
- $1 Trillion
- Q4 2024
A detailed history of Fidelis Capital Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 22,018 shares of AVUV stock, worth $2.07 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
22,018
Previous 13,360
64.81%
Holding current value
$2.07 Million
Previous $1.27 Billion
67.36%
% of portfolio
0.21%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$750 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$389 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$331 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$325 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$253 Million15.25% of portfolio