Wallace Advisory Group, LLC American Centy ETF Tr Avantis Transaction History

Wallace Advisory Group, LLC

$137 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$84.87 - $93.71 $2.08 Million - $2.3 Million	24,522 New	24,522 $2.2 Billion

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$596 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$372 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$346 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$304 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$261 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.