Cornerstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 11,282 shares of AVUV stock, worth $1.16 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,282
Previous 11,983
5.85%
Holding current value
$1.16 Million
Previous $1.08 Million
0.65%
% of portfolio
0.08%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
717Shares Held
93.5MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$376 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$350 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio