Conscious Wealth Investments, LLC American Centy ETF Tr Avantis Transaction History
Conscious Wealth Investments, LLC
- $144 Billion
- Q1 2025
A detailed history of Conscious Wealth Investments, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Conscious Wealth Investments, LLC holds 4,409 shares of AVUV stock, worth $385,655. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,409
Previous 3,676
19.94%
Holding current value
$385,655
Previous $365 Million
4.47%
% of portfolio
0.26%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
864Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$983 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$384 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$237 Million14.28% of portfolio