Regimen Wealth, LLC American Centy ETF Tr Avantis Transaction History
Regimen Wealth, LLC
- $309 Billion
- Q3 2024
A detailed history of Regimen Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Regimen Wealth, LLC holds 104,847 shares of AVUV stock, worth $11 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
104,847
Previous 103,977
0.84%
Holding current value
$11 Million
Previous $9.33 Billion
7.84%
% of portfolio
3.25%
Previous 3.21%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
736Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$651 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$407 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$379 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$332 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$286 Million15.21% of portfolio