Cape Investment Advisory, Inc. American Centy ETF Tr Avantis Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
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 972 shares of AVUV stock, worth $96,004. This represents 0.04% of its overall portfolio holdings.
Number of Shares
972
Previous 1,145
15.11%
Holding current value
$96,004
Previous $103 Million
9.21%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
767Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$611 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$355 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$312 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$268 Million15.21% of portfolio