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 $402,344. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,660
Previous 18,186
74.38%
Holding current value
$402,344
Previous $1.74 Million
74.25%
% of portfolio
0.28%
Previous 1.13%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$690 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$358 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$304 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$299 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$233 Million15.25% of portfolio