Jim Saulnier & Associates, LLC American Centy ETF Tr Avantis Transaction History
Jim Saulnier & Associates, LLC
- $116 Billion
- Q4 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 2,251 shares of AVUV stock, worth $222,331. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,251
Previous 2,241
0.45%
Holding current value
$222,331
Previous $215 Million
1.06%
% of portfolio
0.19%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
763Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$611 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$355 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$312 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$268 Million15.21% of portfolio