Angeles Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 2024
A detailed history of Angeles Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 1,415 shares of AVUV stock, worth $123,034. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,415
Previous 2,245
36.97%
Holding current value
$123,034
Previous $215,000
36.74%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares 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