Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 4,707 shares of AVES stock, worth $229,842. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,707
Previous 5,493
14.31%
Holding current value
$229,842
Previous $260,000
11.92%
% of portfolio
0.06%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding AVES
# of Institutions
100Shares Held
6.01MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$37.1 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$34.4 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$25.8 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$14.7 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.9 Million0.07% of portfolio