Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Liberty Wealth Management LLC
- $546 Million
- Q2 2024
A detailed history of Liberty Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,735 shares of AVUV stock, worth $354,414. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,735
Previous 3,717
0.48%
Holding current value
$354,414
Previous $348,000
3.74%
% of portfolio
0.06%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$549 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$347 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$323 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio