Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,767 shares of AVUV stock, worth $336,091. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,767
Previous 3,750
0.45%
Holding current value
$336,091
Previous $359,000
1.11%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$713 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$370 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$309 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$240 Million15.25% of portfolio