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 $2.74 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
31,517
Previous 30,047
4.89%
Holding current value
$2.74 Million
Previous $2.88 Billion
5.52%
% of portfolio
0.64%
Previous 0.61%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio