Personal Cfo Solutions, LLC American Centy ETF Tr Avantis Transaction History
Personal Cfo Solutions, LLC
- $704 Million
- Q3 2024
A detailed history of Personal Cfo Solutions, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 14,356 shares of AVUV stock, worth $1.39 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,356
Previous 16,444
12.7%
Holding current value
$1.39 Million
Previous $1.48 Million
6.64%
% of portfolio
0.2%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio