Westside Investment Management, Inc. American Centy ETF Tr Avantis Transaction History
Westside Investment Management, Inc.
- $475 Billion
- Q4 2024
A detailed history of Westside Investment Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Westside Investment Management, Inc. holds 31,517 shares of AVUV stock, worth $2.56 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
31,517
Previous 30,047
4.89%
Holding current value
$2.56 Million
Previous $2.88 Billion
5.52%
% of portfolio
0.64%
Previous 0.61%
Shares
9 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