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 $552,724. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,662
Previous 5,803
2.43%
Holding current value
$552,724
Previous $521,000
1.73%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$604 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$377 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$351 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$308 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$265 Million15.21% of portfolio