Opal Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 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 95,706 shares of AVUV stock, worth $9.76 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
95,706
Previous 97,564
1.9%
Holding current value
$9.76 Million
Previous $8.75 Million
4.9%
% of portfolio
2.92%
Previous 2.84%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$631 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$394 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$367 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$277 Million15.21% of portfolio