Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 194,296 shares of AVUV stock, worth $18.4 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
194,296
Previous 193,786
0.26%
Holding current value
$18.4 Million
Previous $17.9 Billion
2.68%
% of portfolio
1.27%
Previous 1.61%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
715Shares Held
92.1MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio