Zhang Financial LLC American Centy ETF Tr Avantis Transaction History
Zhang Financial LLC
- $1.87 Billion
- Q1 2025
A detailed history of Zhang Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Zhang Financial LLC holds 39,529 shares of AVUV stock, worth $3.18 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
39,529
Previous 20,485
92.97%
Holding current value
$3.18 Million
Previous $1.98 Million
73.85%
% of portfolio
0.18%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio