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 $4.1 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
43,650
Previous 44,623
2.18%
Holding current value
$4.1 Million
Previous $4.28 Million
1.59%
% of portfolio
1.99%
Previous 2.4%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$750 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$389 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$331 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$325 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$253 Million15.25% of portfolio