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

717

Shares Held

93.5M

Call Options Held

16.9K

Put Options Held

4.4K

Creative Planning Overland Park, KS

6.19M
Shares

$636 Million
0.59% of portfolio
Merriman Wealth Management, LLC

3.66M
Shares

$376 Million
14.89% of portfolio
Lpl Financial LLC Fort Mill, SC

3.4M
Shares

$350 Million
0.16% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$305 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.73M
Shares

$281 Million
15.17% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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