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 $463,345. This represents 0.56% of its overall portfolio holdings.
Number of Shares
5,232
Previous 4,607
13.57%
Holding current value
$463,345
Previous $442,000
14.25%
% of portfolio
0.56%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$708 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$367 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$312 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$239 Million15.25% of portfolio