Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 71,377 shares of AVUV stock, worth $6.93 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
71,377Holding current value
$6.93 Million% of portfolio
4.06%Shares
1 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
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Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio