Trajan Wealth LLC American Centy ETF Tr Avantis Transaction History
Trajan Wealth LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Trajan Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trajan Wealth LLC holds 13,316 shares of AVUV stock, worth $1.3 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,316
Previous 13,892
4.15%
Holding current value
$1.3 Million
Previous $1.33 Billion
3.57%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
822Shares Held
109MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS7.99MShares$779 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$404 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$343 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$338 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$263 Million15.25% of portfolio