J.W. Cole Advisors, Inc. American Centy ETF Tr Avantis Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 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 2,597 shares of AVUV stock, worth $251,857. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,597
Previous 2,667
2.62%
Holding current value
$251,857
Previous $249,000
6.43%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$562 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$355 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$330 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$265 Million15.17% of portfolio