Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 87,078 shares of AVUV stock, worth $8.53 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
87,078
Previous 80,084
8.73%
Holding current value
$8.53 Million
Previous $7.68 Billion
9.39%
% of portfolio
3.22%
Previous 3.03%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
773Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$606 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$378 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$352 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$309 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$266 Million15.21% of portfolio