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 38,265 shares of AVSF stock, worth $1.76 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
38,265
Previous 16,032
138.68%
Holding current value
$1.76 Million
Previous $750,000
132.8%
% of portfolio
0.16%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.1 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio