Navis Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Navis Wealth Advisors, LLC
- $86.8 Million
- Q2 2024
A detailed history of Navis Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,515 shares of AVUV stock, worth $527,013. This represents 0.57% of its overall portfolio holdings.
Number of Shares
5,515
Previous 4,815
14.54%
Holding current value
$527,013
Previous $451,000
9.53%
% of portfolio
0.57%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$553 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$349 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio