Cpwm, LLC American Centy ETF Tr Avantis Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cpwm, LLC holds 19,820 shares of AVSD stock, worth $1.32 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,820
Previous 16,709
18.62%
Holding current value
$1.32 Million
Previous $758,000
5.54%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AVSD
# of Institutions
62Shares Held
1.42MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$13.4 Million1.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$12.6 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$5.93 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.56 Million0.17% of portfolio