Wallace Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Wallace Advisory Group, LLC
- $137 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
673Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$555 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
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Lpl Financial LLC Fort Mill, SC3.4MShares$326 Million0.16% of portfolio
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Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$262 Million15.17% of portfolio