Regimen Wealth, LLC American Centy ETF Tr Avantis Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
A detailed history of Regimen Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Regimen Wealth, LLC holds 103,977 shares of AVUV stock, worth $9.85 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
103,977
Previous 106,666
2.52%
Holding current value
$9.85 Million
Previous $9.99 Billion
6.65%
% of portfolio
3.21%
Previous 3.47%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
706Shares Held
91.3MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio