Ima Wealth, Inc. American Centy ETF Tr Avantis Transaction History
Ima Wealth, Inc.
- $841 Million
- Q1 2025
A detailed history of Ima Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ima Wealth, Inc. holds 34,087 shares of AVUV stock, worth $3.17 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
34,087
Previous 34,474
1.12%
Holding current value
$3.17 Million
Previous $3.33 Million
10.7%
% of portfolio
0.35%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.05 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$408 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$300 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$252 Million14.28% of portfolio