Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 113,974 shares of AVUV stock, worth $9.68 Million. This represents 11.15% of its overall portfolio holdings.
Number of Shares
113,974Holding current value
$9.68 Million% of portfolio
11.15%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$679 Million0.75% of portfolio
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Lpl Financial LLC Fort Mill, SC4.14MShares$352 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$299 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$294 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$229 Million15.25% of portfolio