Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 2024
A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 70,369 shares of AVUV stock, worth $6.93 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
70,369
Previous 62,831
12.0%
Holding current value
$6.93 Million
Previous $6.03 Million
12.67%
% of portfolio
1.01%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
777Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$609 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$380 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$354 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$311 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio