Kwb Wealth American Centy ETF Tr Avantis Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kwb Wealth holds 19,293 shares of AVUV stock, worth $1.85 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
19,293
Previous 17,869
7.97%
Holding current value
$1.85 Million
Previous $1.6 Million
15.47%
% of portfolio
0.23%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$594 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$371 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio