Kolinsky Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Kolinsky Wealth Management, LLC
- $162 Million
- Q4 2024
A detailed history of Kolinsky Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 4,660 shares of AVUV stock, worth $416,138. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,660
Previous 18,186
74.38%
Holding current value
$416,138
Previous $1.74 Million
74.25%
% of portfolio
0.28%
Previous 1.13%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
866Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio