Dakota Wealth Management American Centy ETF Tr Avantis Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 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 93,402 shares of AVUV stock, worth $9.15 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
93,402
Previous 94,736
1.41%
Holding current value
$9.15 Million
Previous $9.09 Million
0.8%
% of portfolio
0.21%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
773Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$606 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$378 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$352 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$309 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$266 Million15.21% of portfolio