Bridgewealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Bridgewealth Advisory Group, LLC
- $354 Billion
- Q4 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 34,646 shares of AVUV stock, worth $3.34 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
34,646
Previous 19,485
77.81%
Holding current value
$3.34 Million
Previous $1.87 Billion
80.2%
% of portfolio
0.95%
Previous 0.68%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$771 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$400 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$334 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$260 Million15.25% of portfolio