Fidelis Capital Partners, LLC American Centy ETF Tr Avantis Transaction History
Fidelis Capital Partners, LLC
- $1 Trillion
- Q4 2024
A detailed history of Fidelis Capital Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 22,018 shares of AVUV stock, worth $1.91 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
22,018
Previous 13,360
64.81%
Holding current value
$1.91 Million
Previous $1.27 Billion
67.36%
% of portfolio
0.21%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio