Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 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 4,890 shares of AVES stock, worth $251,346. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,890
Previous 4,707
3.89%
Holding current value
$251,346
Previous $229,000
10.92%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding AVES
# of Institutions
111Shares Held
6.42MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$39.1 Million1.68% of portfolio
-
Empowered Funds, LLC719KShares$36.9 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$27.2 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$15.6 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13.6 Million0.07% of portfolio