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
822Shares Held
109MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS7.99MShares$779 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$404 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$343 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$338 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$263 Million15.25% of portfolio