Conscious Wealth Investments, LLC American Centy ETF Tr Avantis Transaction History
Conscious Wealth Investments, LLC
- $147 Billion
- Q4 2024
A detailed history of Conscious Wealth Investments, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Conscious Wealth Investments, LLC holds 3,676 shares of AVUV stock, worth $320,253. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,676
Previous 3,338
10.13%
Holding current value
$320,253
Previous $317 Million
15.05%
% of portfolio
0.25%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio