Bison Wealth, LLC American Centy ETF Tr Avantis Transaction History
Bison Wealth, LLC
- $383 Million
- Q4 2024
A detailed history of Bison Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bison Wealth, LLC holds 10,660 shares of AVUV stock, worth $1.04 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,660
Previous 6,222
71.33%
Holding current value
$1.04 Million
Previous $597,000
72.36%
% of portfolio
0.27%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio