Modera Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modera Wealth Management, LLC holds 12,492 shares of AVUV stock, worth $1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,492
Previous 5,028
148.45%
Holding current value
$1 Million
Previous $482,000
150.0%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio