Dakota Wealth Management American Centy ETF Tr Avantis Transaction History
Dakota Wealth Management
- $4.2 Billion
- Q1 2025
A detailed history of Dakota Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dakota Wealth Management holds 91,133 shares of AVUV stock, worth $7.53 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
91,133
Previous 93,402
2.43%
Holding current value
$7.53 Million
Previous $9.02 Million
11.89%
% of portfolio
0.19%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio