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 $1.12 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,770
Previous 3,472
239.0%
Holding current value
$1.12 Million
Previous $302,000
254.97%
% of portfolio
0.31%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
873Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$335 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio