J.W. Cole Advisors, Inc. American Centy ETF Tr Avantis Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 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 2,997 shares of AVUV stock, worth $283,785. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,997
Previous 2,597
15.4%
Holding current value
$283,785
Previous $233,000
23.18%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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