Northwest Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 2024
A detailed history of Northwest Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 144,173 shares of AVUV stock, worth $12.6 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
144,173
Previous 132,024
9.2%
Holding current value
$12.6 Million
Previous $12.7 Million
9.87%
% of portfolio
2.99%
Previous 3.0%
Shares
17 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio