Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Pine Harbor Wealth Management, LLC
- $284 Billion
- Q2 2025
A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 158,238 shares of AVUV stock, worth $15.7 Million. This represents 5.07% of its overall portfolio holdings.
Number of Shares
158,238
Previous 163,769
3.38%
Holding current value
$15.7 Million
Previous $14.3 Billion
0.98%
% of portfolio
5.07%
Previous 5.71%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
923Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.45 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$485 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$350 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$274 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$272 Million0.02% of portfolio