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 $137,495. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,415
Previous 2,245
36.97%
Holding current value
$137,495
Previous $215,000
36.74%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
785Shares Held
104MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$601 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$350 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$262 Million15.25% of portfolio