Pb Mares Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
A detailed history of Pb Mares Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 6,565 shares of AVUV stock, worth $639,890. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,565
Previous 4,327
51.72%
Holding current value
$639,890
Previous $415,000
52.53%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
822Shares Held
109MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS7.99MShares$779 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$404 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$343 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$338 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$263 Million15.25% of portfolio