Avidian Wealth Solutions, LLC American Centy ETF Tr Avantis Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,541 shares of AVUV stock, worth $442,611. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,541
Previous 4,536
0.11%
Holding current value
$442,611
Previous $435,000
0.69%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
822Shares Held
109MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS7.99MShares$779 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$404 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$343 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$338 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$263 Million15.25% of portfolio