Dakota Wealth Management American Centy ETF Tr Avantis Transaction History
Dakota Wealth Management
- $4.35 Billion
- Q3 2024
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 94,736 shares of AVUV stock, worth $9.2 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
94,736
Previous 98,385
3.71%
Holding current value
$9.2 Million
Previous $8.83 Million
2.97%
% of portfolio
0.21%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio