Premier Path Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 34,645 shares of AVUV stock, worth $3.4 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
34,645
Previous 33,840
2.38%
Holding current value
$3.4 Million
Previous $3.25 Billion
3.0%
% of portfolio
0.51%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
827Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$785 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$407 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$346 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$340 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio