Whitaker Myers Wealth Managers, Ltd. American Centy ETF Tr Avantis Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 6,922 shares of AVUV stock, worth $626,302. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,922
Previous 6,029
14.81%
Holding current value
$626,302
Previous $565 Million
9.93%
% of portfolio
0.23%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$524 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$331 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$308 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$269 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$247 Million15.17% of portfolio