Aveo Capital Partners, LLC American Centy ETF Tr Avantis Transaction History
Aveo Capital Partners, LLC
- $910 Million
- Q3 2024
A detailed history of Aveo Capital Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 68,632 shares of AVUV stock, worth $6.66 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
68,632
Previous 61,789
11.07%
Holding current value
$6.66 Million
Previous $5.54 Million
18.8%
% of portfolio
0.72%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio