Bogart Wealth, LLC American Centy ETF Tr Avantis Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

A detailed history of Bogart Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bogart Wealth, LLC holds 1 shares of AVUV stock, worth $98. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$98

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$94.37 - $106.41 $94 - $106	1 New	1 $0

Others Institutions Holding AVUV

# of Institutions

777

Shares Held

102M

Call Options Held

15.5K

Put Options Held

12.1K

Creative Planning Overland Park, KS

6.19M
Shares

$609 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$380 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$354 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$311 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.69M
Shares

$265 Million
15.25% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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