Lji Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 2024
A detailed history of Lji Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lji Wealth Management, LLC holds 24,562 shares of AVUV stock, worth $2.45 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
24,562
Previous 20,644
18.98%
Holding current value
$2.45 Million
Previous $1.98 Billion
19.7%
% of portfolio
0.47%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
771Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$616 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$358 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$270 Million15.21% of portfolio