Independent Advisor Alliance American Centy ETF Tr Avantis Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Independent Advisor Alliance holds 74,364 shares of AVUV stock, worth $6.85 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
74,364
Previous 21,812
240.93%
Holding current value
$6.85 Million
Previous $2.09 Million
243.12%
% of portfolio
0.1%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$736 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$324 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$248 Million15.25% of portfolio