Aveo Capital Partners, LLC American Centy ETF Tr Avantis Transaction History
Aveo Capital Partners, LLC
- $844 Million
- Q2 2024
A detailed history of Aveo Capital Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 157,587 shares of AVSC stock, worth $8.52 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
157,587
Previous 147,142
7.1%
Holding current value
$8.52 Million
Previous $7.7 Million
2.09%
% of portfolio
0.93%
Previous 0.87%
Shares
5 transactions
Others Institutions Holding AVSC
# of Institutions
112Shares Held
20.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$574 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$180 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$39.6 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.2 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp505KShares$27.3 Million1.64% of portfolio