Ica Group Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 820 shares of AVUV stock, worth $71,299. This represents 0.04% of its overall portfolio holdings.
Number of Shares
820
Previous 562
45.91%
Holding current value
$71,299
Previous $52,000
40.38%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio