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 $93,418. This represents 0.04% of its overall portfolio holdings.
Number of Shares
972
Previous 1,145
15.11%
Holding current value
$93,418
Previous $103 Million
9.21%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$594 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$371 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio