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 20,471 shares of AVUV stock, worth $2.04 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
20,471
Previous 23,314
12.19%
Holding current value
$2.04 Million
Previous $2.24 Million
11.63%
% of portfolio
0.47%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
760Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$617 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$359 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$315 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio