Eagle Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Eagle Wealth Strategies LLC
- $138 Billion
- Q4 2024
A detailed history of Eagle Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Eagle Wealth Strategies LLC holds 267,034 shares of AVUV stock, worth $24.8 Million. This represents 18.67% of its overall portfolio holdings.
Number of Shares
267,034
Previous 267,896
0.32%
Holding current value
$24.8 Million
Previous $25.7 Billion
0.28%
% of portfolio
18.67%
Previous 18.75%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$742 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$250 Million15.25% of portfolio