Conscious Wealth Investments, LLC American Centy ETF Tr Avantis Transaction History
Conscious Wealth Investments, LLC
- $132 Billion
- Q1 2024
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 3,216 shares of AVUV stock, worth $287,092. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,216
Previous 2,937
9.5%
Holding current value
$287,092
Previous $260 Million
8.63%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$473 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$319 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$243 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$243 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$230 Million0.02% of portfolio