Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 9,269 shares of AVUV stock, worth $900,668. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,269
Previous 8,337
11.18%
Holding current value
$900,668
Previous $799,000
11.89%
% of portfolio
0.33%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
785Shares Held
104MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$601 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$350 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$262 Million15.25% of portfolio