D'Orazio & Associates, Inc. American Centy ETF Tr Avantis Transaction History
D'Orazio & Associates, Inc.
- $676 Million
- Q4 2024
A detailed history of D'Orazio & Associates, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 165,619 shares of AVUV stock, worth $14.6 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
165,619
Previous 165,338
0.17%
Holding current value
$14.6 Million
Previous $15.9 Million
0.78%
% of portfolio
2.37%
Previous 2.26%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
834Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$704 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$365 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$310 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio