Steward Financial Group LLC American Centy ETF Tr Avantis Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

A detailed history of Steward Financial Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Financial Group LLC holds 4,609 shares of AVSC stock, worth $259,671. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,609

Holding current value

$259,671

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	BUY	$43.55 - $49.3 $200,721 - $227,223	4,609 New	4,609 $204,000

Others Institutions Holding AVSC

# of Institutions

185

Shares Held

30.9M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

14.1M
Shares

$793 Million
1.37% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.51M
Shares

$198 Million
10.01% of portfolio
Northwestern Mutual Wealth Management CO

1.11M
Shares

$62.4 Million
0.04% of portfolio
Wealth Management Nebraska Norfolk, NE

905K
Shares

$51 Million
10.74% of portfolio
Cambridge Associates LLC Boston, MA

838K
Shares

$47.2 Million
0.89% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

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Steward Financial Group LLC American Centy ETF Tr Avantis Transaction History