Lantern Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lantern Wealth Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 47,347 shares of AVUV stock, worth $4.53 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
47,347
Previous 47,214
0.28%
Holding current value
$4.53 Million
Previous $4.42 Billion
3.99%
% of portfolio
3.08%
Previous 3.11%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
706Shares Held
91.3MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$592 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio