Convergence Financial, LLC American Centy ETF Tr Avantis Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Convergence Financial, LLC holds 81,182 shares of AVUV stock, worth $7.88 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
81,182
Previous 69,571
16.69%
Holding current value
$7.88 Million
Previous $6.24 Billion
24.79%
% of portfolio
1.65%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
716Shares Held
92.1MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$355 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$330 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$265 Million15.17% of portfolio