Proactive Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,430 shares of AVUV stock, worth $1.27 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
13,430Holding current value
$1.27 Million% of portfolio
0.72%Shares
1 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
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Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
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Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
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Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio