Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,611 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,611
Previous 20,608
0.01%
Holding current value
$0
Previous $1.47 Billion
100.0%
% of portfolio
0.0%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding AVGE
# of Institutions
102Shares Held
1.81MCall Options Held
0Put Options Held
0-
Wealthstream Advisors, Inc.156KShares$00.0% of portfolio
-
Paragon Advisors, LLC144KShares$00.0% of portfolio
-
Nova R Wealth, Inc.105KShares$00.0% of portfolio
-
Meredith Wealth Planning Maryville, IL101KShares$03.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC72.3KShares$00.0% of portfolio