Able Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Able Wealth Management LLC holds 12,240 shares of AVUV stock, worth $1.16 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
12,240
Previous 12,424
1.48%
Holding current value
$1.16 Million
Previous $112 Million
951.64%
% of portfolio
0.89%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
715Shares Held
92.1MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio