Moneta Group Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,415 shares of AVUV stock, worth $416,643. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,415
Previous 3,245
36.06%
Holding current value
$416,643
Previous $304,000
30.26%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
673Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$546 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$345 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$321 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$280 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$258 Million15.17% of portfolio