Aprio Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
A detailed history of Aprio Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 148,214 shares of AVUV stock, worth $13.1 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
148,214
Previous 134,384
10.29%
Holding current value
$13.1 Million
Previous $12.9 Million
10.96%
% of portfolio
2.27%
Previous 2.23%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$707 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$367 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$311 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$238 Million15.25% of portfolio