Proactive Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 14,707 shares of AVUV stock, worth $1.28 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
14,707
Previous 13,430
9.51%
Holding current value
$1.28 Million
Previous $1.29 Million
10.16%
% of portfolio
0.74%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio