Dogwood Wealth Management LLC American Centy ETF Travantis C Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Travantis C stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 4,089 shares of AVMU stock, worth $190,424. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,089
Previous 3,801
7.58%
Holding current value
$190,424
Previous $177 Million
8.42%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding AVMU
# of Institutions
46Shares Held
3.98MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX1.61MShares$75.1 Million0.45% of portfolio
-
Envestnet Asset Management Inc702KShares$32.7 Million0.01% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX256KShares$11.9 Million1.09% of portfolio
-
Mattern Wealth Management LLC253KShares$11.8 Million2.76% of portfolio
-
Financial Partners Group, Inc Overland Park, KS179KShares$8.31 Million1.24% of portfolio