Brass Tax Wealth Management, Inc American Centy ETF Tr Avantis Transaction History
Brass Tax Wealth Management, Inc
- $278 Million
- Q2 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 112,712 shares of AVUV stock, worth $11.6 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
112,712Holding current value
$11.6 Million% of portfolio
3.64%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
716Shares Held
92.2MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
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Merriman Wealth Management, LLC3.66MShares$376 Million14.89% of portfolio
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Lpl Financial LLC Fort Mill, SC3.4MShares$350 Million0.16% of portfolio
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Morgan Stanley New York, NY2.97MShares$305 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio