Whitaker Myers Wealth Managers, Ltd. American Centy ETF Tr Avantis Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $357 Billion
- Q1 2025
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 8,321 shares of AVUV stock, worth $669,424. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,321
Previous 8,125
2.41%
Holding current value
$669,424
Previous $784 Million
7.52%
% of portfolio
0.2%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares 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