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 215,375 shares of AVUV stock, worth $20 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
215,375
Previous 147,871
45.65%
Holding current value
$20 Million
Previous $10.1 Million
40.93%
% of portfolio
1.34%
Previous 0.9%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$742 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$250 Million15.25% of portfolio