Mattern Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Mattern Wealth Management LLC
- $422 Million
- Q4 2024
A detailed history of Mattern Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mattern Wealth Management LLC holds 9,074 shares of AVSC stock, worth $494,895. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,074
Previous 34,026
73.33%
Holding current value
$494,895
Previous $1.84 Million
73.18%
% of portfolio
0.12%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding AVSC
# of Institutions
149Shares Held
23.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12.3MShares$672 Million0.22% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.36MShares$183 Million10.71% of portfolio
-
Northwestern Mutual Wealth Management CO841KShares$45.9 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp566KShares$30.9 Million1.91% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA564KShares$30.8 Million7.51% of portfolio