Opal Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 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 11,770 shares of AVUV stock, worth $1.18 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,770
Previous 3,472
239.0%
Holding current value
$1.18 Million
Previous $302,000
254.97%
% of portfolio
0.31%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
922Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio