Eagle Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Eagle Wealth Strategies LLC
- $163 Billion
- Q1 2025
A detailed history of Eagle Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Eagle Wealth Strategies LLC holds 271,634 shares of AVUV stock, worth $21.9 Million. This represents 14.53% of its overall portfolio holdings.
Number of Shares
271,634
Previous 267,034
1.72%
Holding current value
$21.9 Million
Previous $25.8 Billion
8.14%
% of portfolio
14.53%
Previous 18.67%
Shares
6 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