M Holdings Securities, Inc. American Centy ETF Tr Avantis Transaction History
M Holdings Securities, Inc.
- $620 Million
- Q4 2024
A detailed history of M Holdings Securities, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, M Holdings Securities, Inc. holds 36,745 shares of AVUV stock, worth $3.2 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
36,745
Previous 3,547
935.95%
Holding current value
$3.2 Million
Previous $36.7 Million
90.35%
% of portfolio
0.57%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio