Rothschild Investment Corp American Centy ETF Tr Avantis Transaction History
Rothschild Investment Corp
- $1.19 Billion
- Q3 2023
A detailed history of Rothschild Investment Corp transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rothschild Investment Corp holds 41,794 shares of AVUV stock, worth $4.07 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
41,794
Previous 39,776
5.07%
Holding current value
$4.07 Million
Previous $3.09 Million
5.54%
% of portfolio
0.27%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
822Shares Held
109MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS7.99MShares$779 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$404 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$343 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$338 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$263 Million15.25% of portfolio