Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 85,450 shares of AVUV stock, worth $8.39 Million. This represents 7.39% of its overall portfolio holdings.
Number of Shares
85,450Holding current value
$8.39 Million% of portfolio
7.39%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
827Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$785 Million0.75% of portfolio
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Lpl Financial LLC Fort Mill, SC4.14MShares$407 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$346 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$340 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio