Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
A detailed history of Family Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Family Wealth Partners, LLC holds 82,104 shares of AVUV stock, worth $7.19 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
82,104
Previous 68,289
20.23%
Holding current value
$7.19 Million
Previous $6.55 Billion
20.96%
% of portfolio
3.77%
Previous 3.35%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio