First Purpose Wealth LLC American Centy ETF Tr Avantis Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,662 shares of AVUV stock, worth $500,917. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,662
Previous 5,803
2.43%
Holding current value
$500,917
Previous $521,000
1.73%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$707 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$367 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$311 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$238 Million15.25% of portfolio