Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 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 197,918 shares of AVUV stock, worth $19.7 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
197,918
Previous 194,296
1.86%
Holding current value
$19.7 Million
Previous $17.4 Billion
8.94%
% of portfolio
1.15%
Previous 1.27%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
748Shares Held
100MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$614 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$384 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$357 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$269 Million15.21% of portfolio