Cardinal Point Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 10,697 shares of AVUV stock, worth $999,313. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,697
Previous 9,265
15.46%
Holding current value
$999,313
Previous $690,000
14.78%
% of portfolio
0.24%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
875Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.05 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$410 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$329 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$254 Million14.28% of portfolio