Traphagen Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Traphagen Investment Advisors LLC
- $811 Million
- Q2 2024
A detailed history of Traphagen Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 230,873 shares of AVUV stock, worth $22.1 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
230,873
Previous 39,381
486.25%
Holding current value
$22.1 Million
Previous $3.69 Billion
99.44%
% of portfolio
2.55%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$553 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$349 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio