Navis Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Navis Wealth Advisors, LLC
- $90.8 Million
- Q3 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 $535,396. This represents 0.58% of its overall portfolio holdings.
Number of Shares
5,515
Previous 5,515
-0.0%
Holding current value
$535,396
Previous $494,000
7.09%
% of portfolio
0.58%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio