Valmark Advisers, Inc. American Centy ETF Tr Avantis Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,852 shares of AVUV stock, worth $357,658. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,852
Previous 3,917
1.66%
Holding current value
$357,658
Previous $375,000
1.07%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$742 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$250 Million15.25% of portfolio