Ima Wealth, Inc. American Centy ETF Tr Avantis Transaction History
Ima Wealth, Inc.
- $222 Million
- Q2 2024
A detailed history of Ima Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ima Wealth, Inc. holds 31,385 shares of AVUV stock, worth $2.97 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
31,385
Previous 31,385
-0.0%
Holding current value
$2.97 Million
Previous $2.82 Million
-0.0%
% of portfolio
1.27%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
710Shares Held
91.8MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio