Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,564 shares of AVUV stock, worth $249,143. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,564
Previous 1,922
33.4%
Holding current value
$249,143
Previous $184,000
34.24%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
785Shares Held
104MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$601 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$350 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$262 Million15.25% of portfolio