Gradient Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 11,489 shares of AVUV stock, worth $1.09 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
11,489
Previous 12,050
4.66%
Holding current value
$1.09 Million
Previous $1.13 Million
8.77%
% of portfolio
0.37%
Previous 0.42%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$549 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$347 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$323 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio