J.W. Cole Advisors, Inc. American Centy ETF Tr Avantis Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 4,836 shares of AVUV stock, worth $475,427. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,836
Previous 2,997
61.36%
Holding current value
$475,427
Previous $287,000
62.37%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
773Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$608 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$380 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$354 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$310 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$267 Million15.21% of portfolio