Core Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
A detailed history of Core Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 78,991 shares of AVUV stock, worth $7.61 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
78,991
Previous 74,792
5.61%
Holding current value
$7.61 Million
Previous $6.71 Million
12.95%
% of portfolio
2.44%
Previous 2.31%
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$596 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$372 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio