Squire Investment Management Company, LLC American Centy ETF Tr Avantis Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 21,817 shares of AVUV stock, worth $1.78 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
21,817
Previous 21,826
0.04%
Holding current value
$1.78 Million
Previous $2.09 Billion
0.56%
% of portfolio
0.93%
Previous 1.0%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
112MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$650 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$337 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$286 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$219 Million15.25% of portfolio