Klingman & Associates, LLC American Centy ETF Tr Avantis Transaction History
Klingman & Associates, LLC
- $1.62 Billion
- Q4 2024
A detailed history of Klingman & Associates, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Klingman & Associates, LLC holds 8,186 shares of AVUV stock, worth $797,889. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,186
Previous 8,160
0.32%
Holding current value
$797,889
Previous $782,000
1.02%
% of portfolio
0.05%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding AVUV
# of Institutions
822Shares Held
109MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS7.99MShares$779 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$404 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$343 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$338 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$263 Million15.25% of portfolio