Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History
Curio Wealth, LLC
- $186 Billion
- Q4 2024
A detailed history of Curio Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curio Wealth, LLC holds 28,070 shares of AVUV stock, worth $2.38 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
28,070Holding current value
$2.38 Million% of portfolio
1.46%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$679 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$352 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$299 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$294 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$229 Million15.25% of portfolio