New England Private Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
New England Private Wealth Advisors LLC
- $606 Million
- Q3 2024
A detailed history of New England Private Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 32,310 shares of AVUV stock, worth $3.23 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
32,310
Previous 31,569
2.35%
Holding current value
$3.23 Million
Previous $2.83 Million
9.46%
% of portfolio
0.51%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
760Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$617 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$359 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$315 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio