Lantern Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lantern Wealth Advisors, LLC
- $144 Billion
- Q3 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 49,508 shares of AVUV stock, worth $5.09 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
49,508
Previous 47,347
4.56%
Holding current value
$5.09 Million
Previous $4.25 Billion
11.82%
% of portfolio
3.29%
Previous 3.08%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$397 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$370 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$324 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$279 Million15.21% of portfolio