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 $8.18 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
87,078
Previous 80,084
8.73%
Holding current value
$8.18 Million
Previous $7.68 Billion
9.39%
% of portfolio
3.22%
Previous 3.03%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$750 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$389 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$331 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$325 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$253 Million15.25% of portfolio