Regimen Wealth, LLC American Centy ETF Tr Avantis Transaction History
Regimen Wealth, LLC
- $306 Billion
- Q4 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 99,991 shares of AVUV stock, worth $8.69 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
99,991
Previous 104,847
4.63%
Holding current value
$8.69 Million
Previous $10.1 Billion
4.05%
% of portfolio
3.15%
Previous 3.25%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
842Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio