Avidian Wealth Solutions, LLC American Centy ETF Tr Avantis Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,536 shares of AVUV stock, worth $458,498. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,536
Previous 4,121
10.07%
Holding current value
$458,498
Previous $369,000
17.89%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
732Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$625 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$364 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio