Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Pine Harbor Wealth Management, LLC
- $170 Billion
- Q2 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 52,367 shares of AVUV stock, worth $4.96 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
52,367
Previous 46,018
13.8%
Holding current value
$4.96 Million
Previous $4.31 Billion
8.95%
% of portfolio
2.76%
Previous 2.71%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
710Shares Held
91.8MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio