Bcr Wealth Strategies, LLC American Centy ETF Tr Avantis Transaction History
Bcr Wealth Strategies, LLC
- $212 Million
- Q3 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 3,791 shares of AVUV stock, worth $367,802. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,791
Previous 4,012
5.51%
Holding current value
$367,802
Previous $359,000
1.11%
% of portfolio
0.17%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
716Shares Held
92.1MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$355 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$330 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$265 Million15.17% of portfolio