Dogwood Wealth Management LLC American Centy ETF Travantis C Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 2024
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Travantis C stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 4,082 shares of AVMU stock, worth $185,200. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,082
Previous 3,507
16.4%
Holding current value
$185,200
Previous $162 Million
16.39%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding AVMU
# of Institutions
47Shares Held
3.99MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX1.61MShares$73.2 Million0.45% of portfolio
-
Envestnet Asset Management Inc702KShares$31.9 Million0.01% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX256KShares$11.6 Million1.09% of portfolio
-
Mattern Wealth Management LLC253KShares$11.5 Million2.76% of portfolio
-
Financial Partners Group, Inc Overland Park, KS179KShares$8.1 Million1.24% of portfolio