Merkkuri Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Merkkuri Wealth Advisors LLC
- $126 Billion
- Q4 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 13,268 shares of AVUV stock, worth $1.22 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
13,268
Previous 19,717
32.71%
Holding current value
$1.22 Million
Previous $1.89 Billion
32.3%
% of portfolio
1.01%
Previous 1.49%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$736 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$324 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$248 Million15.25% of portfolio