Align Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Align Wealth Management, LLC holds 1,810 shares of AVUV stock, worth $160,528. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,810Holding current value
$160,528% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$470 Million0.55% of portfolio
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Merriman Wealth Management, LLC3.57MShares$317 Million15.48% of portfolio
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Lpl Financial LLC Fort Mill, SC2.72MShares$242 Million0.14% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$241 Million17.62% of portfolio
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Morgan Stanley New York, NY2.57MShares$228 Million0.02% of portfolio