Coldstream Capital Management Inc American Centy ETF Tr Avantis Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$636 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$330 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$280 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$276 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$214 Million15.25% of portfolio