Compass Ion Advisors, LLC American Centy ETF Tr Avantis Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
A detailed history of Compass Ion Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 120,100 shares of AVUV stock, worth $11.5 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
120,100
Previous 7,429
1516.64%
Holding current value
$11.5 Million
Previous $666,000
1630.18%
% of portfolio
1.52%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$594 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$371 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio