Uma Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Uma Financial Services, Inc. holds 9,182 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,182
Previous 10,413
11.82%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding AVGE
# of Institutions
95Shares Held
2.62MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX931KShares$00.18% of portfolio
-
Wealthstream Advisors, Inc.145KShares$00.0% of portfolio
-
Paragon Advisors, LLC145KShares$00.0% of portfolio
-
Nova R Wealth, Inc.108KShares$00.0% of portfolio
-
Meredith Wealth Planning Maryville, IL82.9KShares$02.67% of portfolio