Cape Investment Advisory, Inc. American Centy ETF Tr Avantis Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 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 947 shares of AVUV stock, worth $82,341. This represents 0.04% of its overall portfolio holdings.
Number of Shares
947
Previous 972
2.57%
Holding current value
$82,341
Previous $93.3 Million
1.98%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio