Conrad Siegel Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Conrad Siegel Investment Advisors, Inc.
- $370 Million
- Q3 2024
A detailed history of Conrad Siegel Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 49,506 shares of AVUV stock, worth $4.77 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
49,506
Previous 49,737
0.46%
Holding current value
$4.77 Million
Previous $4.46 Million
6.45%
% of portfolio
1.28%
Previous 1.3%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$596 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$372 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio