Spectrum Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Spectrum Wealth Advisory Group, LLC
- $212 Million
- Q4 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 43,650 shares of AVUV stock, worth $3.51 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
43,650
Previous 44,623
2.18%
Holding current value
$3.51 Million
Previous $4.28 Million
1.59%
% of portfolio
1.99%
Previous 2.4%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio