Wfa Of San Diego, LLC American Centy ETF Tr Avantis Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 90 shares of AVUV stock, worth $7,240. This represents 0.01% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$7,240
Previous $8,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio