Cornerstone Advisory, LLC American Centy ETF Tr Avantis Transaction History
Cornerstone Advisory, LLC
- $786 Million
- Q4 2024
A detailed history of Cornerstone Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 19,053 shares of AVUV stock, worth $1.62 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
19,053
Previous 14,067
35.44%
Holding current value
$1.62 Million
Previous $1.35 Million
36.32%
% of portfolio
0.23%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$679 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$352 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$299 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$294 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$229 Million15.25% of portfolio