Cpwm, LLC American Centy ETF Tr Avantis Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cpwm, LLC holds 30,607 shares of AVSC stock, worth $1.7 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
30,607
Previous 16,562
84.8%
Holding current value
$1.7 Million
Previous $679,000
78.35%
% of portfolio
0.11%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AVSC
# of Institutions
134Shares Held
23MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$666 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$186 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$45 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$30.1 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.9 Million1.78% of portfolio