Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $855 Million
- Q2 2024
A detailed history of Diversified Portfolios, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 39,271 shares of AVUV stock, worth $3.72 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
39,271
Previous 34,935
12.41%
Holding current value
$3.72 Million
Previous $3.27 Million
7.64%
% of portfolio
0.41%
Previous 0.47%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
708Shares Held
91.5MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio