Bka Wealth Consulting, Inc. American Centy ETF Tr Avantis Transaction History
Bka Wealth Consulting, Inc.
- $89.9 Million
- Q4 2024
A detailed history of Bka Wealth Consulting, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 5,232 shares of AVUV stock, worth $416,153. This represents 0.56% of its overall portfolio holdings.
Number of Shares
5,232
Previous 4,607
13.57%
Holding current value
$416,153
Previous $442,000
14.25%
% of portfolio
0.56%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$636 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$330 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$280 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$214 Million15.25% of portfolio