Wetherby Asset Management Inc American Centy ETF Tr Avantis Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of Wetherby Asset Management Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wetherby Asset Management Inc holds 28,869 shares of AVUV stock, worth $2.8 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
28,869
Previous 28,619
0.87%
Holding current value
$2.8 Million
Previous $2.57 Million
7.87%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio