Opal Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
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 96,909 shares of AVUV stock, worth $9.57 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
96,909
Previous 95,706
1.26%
Holding current value
$9.57 Million
Previous $9.18 Million
1.87%
% of portfolio
2.88%
Previous 2.92%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
763Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$611 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$355 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$312 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$268 Million15.21% of portfolio