Austin Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Austin Wealth Management, LLC
- $482 Billion
- Q4 2024
A detailed history of Austin Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Austin Wealth Management, LLC holds 22,227 shares of AVUV stock, worth $1.95 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
22,227
Previous 20,512
8.36%
Holding current value
$1.95 Million
Previous $1.94 Billion
13.98%
% of portfolio
0.46%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio