Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 196,210 shares of AVUV stock, worth $18.9 Million. This represents 12.2% of its overall portfolio holdings.
Number of Shares
196,210
Previous 199,348
1.57%
Holding current value
$18.9 Million
Previous $17.9 Billion
5.26%
% of portfolio
12.2%
Previous 12.28%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$596 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$372 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio