Gallagher Fiduciary Advisors, LLC American Centy ETF Tr Avantis Transaction History
Gallagher Fiduciary Advisors, LLC
- $485 Million
- Q4 2024
A detailed history of Gallagher Fiduciary Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 158,817 shares of AVUV stock, worth $12.8 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
158,817
Previous 186,796
14.98%
Holding current value
$12.8 Million
Previous $17.9 Million
14.47%
% of portfolio
3.16%
Previous 3.83%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio