Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $118 Billion
- Q4 2024
A detailed history of Arcadia Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 63,167 shares of AVUV stock, worth $5.49 Million. This represents 5.18% of its overall portfolio holdings.
Number of Shares
63,167Holding current value
$5.49 Million% of portfolio
5.18%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
842Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio