Atlas Wealth LLC American Centy ETF Tr Avantis Transaction History
Atlas Wealth LLC
- $232 Billion
- Q3 2024
A detailed history of Atlas Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atlas Wealth LLC holds 4,934 shares of AVUV stock, worth $507,067. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,934
Previous 4,934
-0.0%
Holding current value
$507,067
Previous $442 Million
7.1%
% of portfolio
0.2%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$397 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$370 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$324 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$279 Million15.21% of portfolio