Moneta Group Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 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 6,843 shares of AVUV stock, worth $671,982. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,843
Previous 4,279
59.92%
Holding current value
$671,982
Previous $410,000
60.98%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$785 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$407 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$346 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$340 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio