Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 51,820 shares of AVUV stock, worth $4.92 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
51,820
Previous 54,915
5.64%
Holding current value
$4.92 Million
Previous $5.15 Million
9.66%
% of portfolio
1.46%
Previous 1.65%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$549 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$347 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$323 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio