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 $385,387. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,750
Previous 3,735
0.4%
Holding current value
$385,387
Previous $335,000
7.16%
% of portfolio
0.06%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
734Shares 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