Diversify Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
79.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$507 Million0.55% of portfolio
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Merriman Wealth Management, LLC3.57MShares$341 Million15.48% of portfolio
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Lpl Financial LLC Fort Mill, SC2.72MShares$260 Million0.14% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$260 Million17.62% of portfolio
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Morgan Stanley New York, NY2.57MShares$246 Million0.02% of portfolio