Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 67,423 shares of AVUV stock, worth $6.33 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
67,423
Previous 64,608
4.36%
Holding current value
$6.33 Million
Previous $6.2 Million
4.98%
% of portfolio
2.16%
Previous 1.78%
Shares
11 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