Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 2024
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 57,235 shares of AVUV stock, worth $4.78 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
57,235
Previous 45,620
25.46%
Holding current value
$4.78 Million
Previous $4.09 Billion
34.98%
% of portfolio
2.92%
Previous 2.52%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$668 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$346 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$294 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$289 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$225 Million15.25% of portfolio