Capital Performance Advisors LLP American Centy ETF Tr Avantis Transaction History
Capital Performance Advisors LLP
- $310 Million
- Q4 2024
A detailed history of Capital Performance Advisors LLP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Performance Advisors LLP holds 66,111 shares of AVUV stock, worth $5.32 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
66,111
Previous 59,447
11.21%
Holding current value
$5.32 Million
Previous $5.7 Million
11.89%
% of portfolio
2.06%
Previous 1.76%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio