Conscious Wealth Investments, LLC American Centy ETF Tr Avantis Transaction History
Conscious Wealth Investments, LLC
- $145 Billion
- Q3 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 3,338 shares of AVUV stock, worth $320,815. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,338
Previous 3,338
-0.0%
Holding current value
$320,815
Previous $326 Million
2.7%
% of portfolio
0.22%
Previous 0.23%
Shares
3 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