Daymark Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Daymark Wealth Partners, LLC
- $2.86 Billion
- Q1 2025
A detailed history of Daymark Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 92,794 shares of AVUV stock, worth $7.47 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
92,794
Previous 81,226
14.24%
Holding current value
$7.47 Million
Previous $7.84 Million
2.91%
% of portfolio
0.28%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares 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