Napa Wealth Management American Centy ETF Tr Avantis Transaction History
Napa Wealth Management
- $148 Billion
- Q2 2024
A detailed history of Napa Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Napa Wealth Management holds 7,505 shares of AVUV stock, worth $698,640. This represents 0.45% of its overall portfolio holdings.
Number of Shares
7,505Holding current value
$698,640% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$539 Million0.56% of portfolio
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Merriman Wealth Management, LLC3.66MShares$340 Million14.89% of portfolio
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Lpl Financial LLC Fort Mill, SC3.4MShares$316 Million0.16% of portfolio
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Morgan Stanley New York, NY2.97MShares$276 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$254 Million15.17% of portfolio