Kwb Wealth American Centy ETF Tr Avantis Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kwb Wealth holds 19,231 shares of AVUV stock, worth $1.91 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,231
Previous 19,293
0.32%
Holding current value
$1.91 Million
Previous $1.85 Million
0.27%
% of portfolio
0.24%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
748Shares Held
100MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$614 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$384 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$357 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$269 Million15.21% of portfolio