Austin Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 2024
A detailed history of Austin Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Austin Wealth Management, LLC holds 20,512 shares of AVUV stock, worth $2.05 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
20,512
Previous 18,292
12.14%
Holding current value
$2.05 Million
Previous $1.69 Billion
14.39%
% of portfolio
0.43%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
758Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$618 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$360 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$316 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio