Altus Wealth Group LLC American Centy ETF Tr Avantis Transaction History
Altus Wealth Group LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Altus Wealth Group LLC holds 2,250 shares of AVUV stock, worth $196,020. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,250
Previous 2,250
-0.0%
Holding current value
$196,020
Previous $215,000
0.93%
% of portfolio
0.1%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio