Ica Group Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 820 shares of AVUV stock, worth $80,023. This represents 0.04% of its overall portfolio holdings.
Number of Shares
820
Previous 562
45.91%
Holding current value
$80,023
Previous $52,000
40.38%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio