Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Canvas Wealth Advisors, LLC
- $389 Million
- Q4 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 43,594 shares of AVUV stock, worth $4.09 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
43,594
Previous 35,254
23.66%
Holding current value
$4.09 Million
Previous $3.38 Million
24.42%
% of portfolio
1.08%
Previous 0.95%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$750 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$389 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$331 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$325 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$253 Million15.25% of portfolio