Institutional & Family Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 1,522 shares of AVUV stock, worth $151,926. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,522
Previous 1,574
3.3%
Holding current value
$151,926
Previous $147,000
7.48%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
760Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$617 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$359 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$315 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio