Arbor Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Arbor Wealth Advisors LLC
- $112 Billion
- Q4 2024
A detailed history of Arbor Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arbor Wealth Advisors LLC holds 13,903 shares of AVUV stock, worth $1.31 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
13,903
Previous 10,478
32.69%
Holding current value
$1.31 Million
Previous $1.01 Billion
33.49%
% of portfolio
1.2%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$750 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$389 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$331 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$325 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$253 Million15.25% of portfolio