My Personal Cfo, LLC American Centy ETF Tr Avantis Transaction History
My Personal Cfo, LLC
- $175 Million
- Q2 2024
A detailed history of My Personal Cfo, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, My Personal Cfo, LLC holds 7,178 shares of AVUV stock, worth $664,682. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,178
Previous 3,265
119.85%
Holding current value
$664,682
Previous $305,000
111.15%
% of portfolio
0.37%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$536 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$339 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$315 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$275 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$253 Million15.17% of portfolio