Kovitz Investment Group Partners, LLC American Centy ETF Tr Avantis Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 555,078 shares of AVUV stock, worth $54.1 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
555,078
Previous 555,078
-0.0%
Holding current value
$54.1 Million
Previous $53.6 Million
-0.0%
% of portfolio
0.19%
Previous 0.19%
Shares
2 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