Fortis Group Advisors, LLC American Centy ETF Tr Avantis Transaction History
Fortis Group Advisors, LLC
- $537 Billion
- Q4 2024
A detailed history of Fortis Group Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 65,968 shares of AVUV stock, worth $5.75 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
65,968
Previous 5,481
1103.58%
Holding current value
$5.75 Million
Previous $526 Million
1110.85%
% of portfolio
1.19%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio