New England Capital Financial Advisors LLC American Centy ETF Tr Avantis Transaction History
New England Capital Financial Advisors LLC
- $205 Billion
- Q4 2024
A detailed history of New England Capital Financial Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 9 shares of AVUV stock, worth $868. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9
Previous 7
28.57%
Holding current value
$868
Previous $680,000
30.59%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
817Shares Held
105MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$597 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$400 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.16MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$260 Million15.25% of portfolio