Catalytic Wealth Ria, LLC American Centy ETF Tr Avantis Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 4,517 shares of AVUV stock, worth $419,403. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,517
Previous 4,517
-0.0%
Holding current value
$419,403
Previous $433 Million
0.6%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$742 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$250 Million15.25% of portfolio