Lion Street Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lion Street Advisors, LLC
- $307 Million
- Q4 2024
A detailed history of Lion Street Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lion Street Advisors, LLC holds 6,354 shares of AVUV stock, worth $589,968. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,354
Previous 6,202
2.45%
Holding current value
$589,968
Previous $595,000
3.03%
% of portfolio
0.2%
Previous 0.21%
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$742 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$250 Million15.25% of portfolio