Intergy Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q3 2024
A detailed history of Intergy Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 63,132 shares of AVUV stock, worth $6.32 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
63,132
Previous 61,898
1.99%
Holding current value
$6.32 Million
Previous $5.55 Million
9.08%
% of portfolio
2.33%
Previous 2.31%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$619 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$360 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$316 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio