Consolidated Portfolio Review Corp American Centy ETF Tr Avantis Transaction History
Consolidated Portfolio Review Corp
- $632 Billion
- Q4 2024
A detailed history of Consolidated Portfolio Review Corp transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 6,220 shares of AVUV stock, worth $500,399. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,220
Previous 6,143
1.25%
Holding current value
$500,399
Previous $589 Million
1.87%
% of portfolio
0.1%
Previous 0.13%
Shares
2 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