Legacy Capital Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Legacy Capital Wealth Partners, LLC
- $437 Million
- Q1 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 17,031 shares of AVUV stock, worth $1.62 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,031
Previous 5,334
219.29%
Holding current value
$1.62 Million
Previous $514,000
188.72%
% of portfolio
0.34%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
865Shares Held
122MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio