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 $1.18 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,282
Previous 11,983
5.85%
Holding current value
$1.18 Million
Previous $1.08 Million
0.65%
% of portfolio
0.08%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$648 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$405 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$377 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$331 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$284 Million15.21% of portfolio