Selective Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 7,036 shares of AVUV stock, worth $702,333. This represents 0.28% of its overall portfolio holdings.
Number of Shares
7,036
Previous 7,009
0.39%
Holding current value
$702,333
Previous $672,000
1.04%
% of portfolio
0.28%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
760Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$617 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$359 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$315 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio