Angeles Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Angeles Wealth Management, LLC
- $1.2 Billion
- Q1 2025
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 569 shares of AVUV stock, worth $54,060. This represents 0.0% of its overall portfolio holdings.
Number of Shares
569
Previous 1,415
59.79%
Holding current value
$54,060
Previous $136,000
63.97%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio