N.E.W. Advisory Services LLC American Centy ETF Tr Avantis Transaction History
N.E.W. Advisory Services LLC
- $1.03 Billion
- Q4 2024
A detailed history of N.E.W. Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 230,386 shares of AVUV stock, worth $20.6 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
230,386
Previous 175,692
31.13%
Holding current value
$20.6 Million
Previous $16.9 Million
31.93%
% of portfolio
2.15%
Previous 1.67%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$714 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$370 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$315 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$309 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$241 Million15.25% of portfolio