Opal Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Opal Wealth Advisors, LLC
- $314 Million
- Q1 2025
A detailed history of Opal Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 3,472 shares of AVUV stock, worth $280,329. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,472
Previous 96,909
96.42%
Holding current value
$280,329
Previous $9.35 Million
96.77%
% of portfolio
0.1%
Previous 2.88%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$645 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$335 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$284 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$280 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$218 Million15.25% of portfolio