Navis Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,515 shares of AVUV stock, worth $468,499. This represents 0.59% of its overall portfolio holdings.
Number of Shares
5,515
Previous 5,515
-0.0%
Holding current value
$468,499
Previous $529,000
0.57%
% of portfolio
0.59%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$679 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$352 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$299 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$294 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$229 Million15.25% of portfolio