Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 131,537 shares of AVUV stock, worth $11.6 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
131,537
Previous 48,833
169.36%
Holding current value
$11.6 Million
Previous $4.39 Million
181.09%
% of portfolio
5.09%
Previous 1.92%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$468 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$315 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$240 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$240 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$227 Million0.02% of portfolio