Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 87,078 shares of AVUV stock, worth $7.57 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
87,078
Previous 80,084
8.73%
Holding current value
$7.57 Million
Previous $7.68 Billion
9.39%
% of portfolio
3.22%
Previous 3.03%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio