Traverso Chambers Private Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 90,740 shares of AVUV stock, worth $8.59 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
90,740
Previous 89,536
1.34%
Holding current value
$8.59 Million
Previous $6.98 Million
16.75%
% of portfolio
1.98%
Previous 1.87%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
715Shares Held
92.1MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio