J.W. Cole Advisors, Inc. American Centy ETF Tr Avantis Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 4,836 shares of AVUV stock, worth $393,456. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,836
Previous 2,997
61.36%
Holding current value
$393,456
Previous $287,000
62.37%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
112MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$650 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$337 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$286 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$219 Million15.25% of portfolio