Premier Path Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Premier Path Wealth Partners, LLC
- $587 Billion
- Q2 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 32,063 shares of AVUV stock, worth $2.95 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
32,063
Previous 19,432
65.0%
Holding current value
$2.95 Million
Previous $2.01 Billion
42.99%
% of portfolio
0.49%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$533 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$336 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$313 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$273 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$251 Million15.17% of portfolio