Lji Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 2024
A detailed history of Lji Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lji Wealth Management, LLC holds 20,644 shares of AVUV stock, worth $2.02 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
20,644
Previous 12,442
65.92%
Holding current value
$2.02 Million
Previous $1.12 Billion
77.44%
% of portfolio
0.4%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$604 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$377 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$351 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$308 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$265 Million15.21% of portfolio