Convergence Financial, LLC American Centy ETF Tr Avantis Transaction History
Convergence Financial, LLC
- $501 Billion
- Q4 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 94,430 shares of AVUV stock, worth $9.11 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
94,430
Previous 81,182
16.32%
Holding current value
$9.11 Million
Previous $7.79 Billion
17.02%
% of portfolio
1.82%
Previous 1.65%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
817Shares Held
105MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$597 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$400 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.16MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$260 Million15.25% of portfolio