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 $1.04 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,697
Previous 9,265
15.46%
Holding current value
$1.04 Million
Previous $690,000
14.78%
% of portfolio
0.24%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
785Shares Held
104MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$601 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$350 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$262 Million15.25% of portfolio