Avaii Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Avaii Wealth Management, LLC
- $182 Million
- Q4 2024
A detailed history of Avaii Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 78,190 shares of AVUV stock, worth $6.8 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
78,190
Previous 63,617
22.91%
Holding current value
$6.8 Million
Previous $6.1 Million
23.64%
% of portfolio
4.15%
Previous 3.43%
Shares
2 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