Napa Wealth Management American Centy ETF Tr Avantis Transaction History

Napa Wealth Management

$211 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$86.93 - $93.77 $652,409 - $703,743	7,505 New	7,505 $673 Million

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$596 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$372 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$346 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$304 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$261 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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