Morling Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 2024
A detailed history of Morling Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 54,081 shares of AVUS stock, worth $5.2 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
54,081
Previous 54,232
0.28%
Holding current value
$5.2 Million
Previous $4.89 Million
5.19%
% of portfolio
2.0%
Previous 2.15%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
387Shares Held
76.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.38 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$327 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$293 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$281 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio