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 $3.15 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
31,517
Previous 30,047
4.89%
Holding current value
$3.15 Million
Previous $2.88 Billion
5.52%
% of portfolio
0.64%
Previous 0.61%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
760Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$617 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$359 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$315 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio