Collaborative Wealth Managment Inc. American Centy ETF Tr Avantis Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 73,185 shares of AVUV stock, worth $6.8 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
73,185
Previous 71,217
2.76%
Holding current value
$6.8 Million
Previous $6.83 Million
3.38%
% of portfolio
3.3%
Previous 3.18%
Shares
9 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