Cape Investment Advisory, Inc. American Centy ETF Tr Avantis Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 741 shares of AVUV stock, worth $65,511. This represents 0.03% of its overall portfolio holdings.
Number of Shares
741
Previous 947
21.75%
Holding current value
$65,511
Previous $91.4 Million
29.34%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
865Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$994 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$388 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$311 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$285 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$240 Million14.28% of portfolio