Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 5,569 shares of AVUV stock, worth $527,328. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,569
Previous 5,966
6.65%
Holding current value
$527,328
Previous $559,000
10.73%
% of portfolio
0.14%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
710Shares Held
91.8MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio