Mattern Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Mattern Wealth Management LLC
- $418 Million
- Q1 2025
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 199,156 shares of AVSF stock, worth $9.27 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
199,156
Previous 182,898
8.89%
Holding current value
$9.27 Million
Previous $8.44 Million
10.31%
% of portfolio
2.23%
Previous 2.0%
Shares
7 transactions
Others Institutions Holding AVSF
# of Institutions
65Shares Held
7.86MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$122 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.5 Million7.36% of portfolio
-
Simplicity Wealth,Llc618KShares$28.7 Million2.4% of portfolio
-
Envestnet Asset Management Inc371KShares$17.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS343KShares$15.9 Million0.02% of portfolio