Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 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 80,084 shares of AVUV stock, worth $7.77 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
80,084
Previous 74,017
8.2%
Holding current value
$7.77 Million
Previous $6.64 Billion
15.71%
% of portfolio
3.03%
Previous 2.88%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio