Conrad Siegel Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Conrad Siegel Investment Advisors, Inc.
- $371 Million
- Q4 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 46,280 shares of AVUV stock, worth $4.07 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
46,280
Previous 49,506
6.52%
Holding current value
$4.07 Million
Previous $4.75 Million
5.96%
% of portfolio
1.2%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$702 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$364 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$309 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio