Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 64,333 shares of AVUV stock, worth $5.47 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
64,333
Previous 63,869
0.73%
Holding current value
$5.47 Million
Previous $6.13 Billion
0.22%
% of portfolio
4.59%
Previous 4.55%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$679 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$352 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$299 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$294 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$229 Million15.25% of portfolio