Widmann Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Widmann Financial Services, Inc.
- $132 Million
- Q3 2024
A detailed history of Widmann Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 59,833 shares of AVUV stock, worth $5.97 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
59,833
Previous 57,474
4.1%
Holding current value
$5.97 Million
Previous $5.16 Million
11.33%
% of portfolio
4.36%
Previous 4.21%
Shares
5 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