Cardinal Point Capital Management, Ulc American Centy ETF Tr Avantis Transaction History
Cardinal Point Capital Management, Ulc
- $526 Billion
- Q1 2024
A detailed history of Cardinal Point Capital Management, Ulc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 11,585 shares of AVUV stock, worth $1.02 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,585
Previous 11,185
3.58%
Holding current value
$1.02 Million
Previous $1 Billion
8.09%
% of portfolio
0.21%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$468 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$315 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$240 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$240 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$227 Million0.02% of portfolio