Opal Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Opal Wealth Advisors, LLC
- $314 Million
- Q1 2025
A detailed history of Opal Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 3,472 shares of AVUV stock, worth $310,049. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,472
Previous 96,909
96.42%
Holding current value
$310,049
Previous $9.35 Million
96.77%
% of portfolio
0.1%
Previous 2.88%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio