Bridgewealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Bridgewealth Advisory Group, LLC
- $226 Billion
- Q2 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 18,236 shares of AVUV stock, worth $1.73 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
18,236
Previous 19,197
5.01%
Holding current value
$1.73 Million
Previous $1.8 Billion
9.05%
% of portfolio
0.72%
Previous 0.88%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$549 Million0.56% 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