Whitaker Myers Wealth Managers, Ltd. American Centy ETF Tr Avantis Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $343 Billion
- Q4 2024
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 8,125 shares of AVUV stock, worth $707,850. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,125
Previous 7,992
1.66%
Holding current value
$707,850
Previous $767 Million
2.28%
% of portfolio
0.23%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio