Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 75,065 shares of AVUV stock, worth $7.72 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
75,065
Previous 6,893
989.0%
Holding current value
$7.72 Million
Previous $613 Million
1064.86%
% of portfolio
0.69%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
716Shares Held
92.2MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$376 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$350 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio