Angeles Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Angeles Wealth Management, LLC
- $1.06 Billion
- Q2 2024
A detailed history of Angeles Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 1,441 shares of AVUV stock, worth $135,987. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,441
Previous 2,133
32.44%
Holding current value
$135,987
Previous $199,000
35.18%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
672Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$546 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$345 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$321 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$280 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$258 Million15.17% of portfolio