Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 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 3,750 shares of AVUV stock, worth $385,875. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,750
Previous 3,735
0.4%
Holding current value
$385,875
Previous $335,000
7.16%
% of portfolio
0.06%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
717Shares Held
93.5MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$376 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$350 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio