Ima Wealth, Inc. American Centy ETF Tr Avantis Transaction History
Ima Wealth, Inc.
- $458 Million
- Q3 2024
A detailed history of Ima Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ima Wealth, Inc. holds 35,322 shares of AVUV stock, worth $3.45 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
35,322
Previous 31,385
12.54%
Holding current value
$3.45 Million
Previous $2.82 Million
20.39%
% of portfolio
0.74%
Previous 1.27%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$604 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$377 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$351 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$308 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$265 Million15.21% of portfolio