Badgley Phelps Wealth Managers, LLC American Centy ETF Tr Avantis Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.25 Billion
- Q3 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 5,083 shares of AVUV stock, worth $513,789. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,083Holding current value
$513,789% of portfolio
0.01%Shares
1 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
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Merriman Wealth Management, LLC3.6MShares$364 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio