Magnolia Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 4,048 shares of AVUV stock, worth $404,273. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,048
Previous 5,798
30.18%
Holding current value
$404,273
Previous $505 Million
27.04%
% of portfolio
0.29%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio