Eagle Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Eagle Wealth Strategies LLC
- $137 Billion
- Q3 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 267,896 shares of AVUV stock, worth $27.1 Million. This represents 18.75% of its overall portfolio holdings.
Number of Shares
267,896
Previous 264,684
1.21%
Holding current value
$27.1 Million
Previous $23.7 Billion
8.24%
% of portfolio
18.75%
Previous 19.2%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
732Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$625 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$364 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio