Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,940 shares of AVUV stock, worth $256,132. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,940
Previous 3,390
13.27%
Holding current value
$256,132
Previous $325,000
12.92%
% of portfolio
0.0%
Previous 0.0%
Shares
20 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