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 $68,519. This represents 0.04% of its overall portfolio holdings.
Number of Shares
820
Previous 562
45.91%
Holding current value
$68,519
Previous $52,000
40.38%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$668 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$346 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$294 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$289 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$225 Million15.25% of portfolio