Capstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 58,527 shares of AVUV stock, worth $5.79 Million. This represents 5.52% of its overall portfolio holdings.
Number of Shares
58,527Holding current value
$5.79 Million% of portfolio
5.52%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
745Shares Held
99.9MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$612 Million0.59% of portfolio
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Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$356 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$312 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$268 Million15.21% of portfolio