Opes Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Opes Wealth Management LLC
- $476 Million
- Q2 2024
A detailed history of Opes Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Opes Wealth Management LLC holds 6,750 shares of AVSD stock, worth $403,582. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,750
Previous 6,780
0.44%
Holding current value
$403,582
Previous $385,000
2.86%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding AVSD
# of Institutions
47Shares Held
1.4MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA268KShares$16 Million10.56% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.7 Million1.35% of portfolio
-
Ci Private Wealth, LLC Miami, FL176KShares$10.5 Million0.02% of portfolio
-
Jane Street Group, LLC New York, NY74.8KShares$4.47 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.9KShares$4.12 Million0.17% of portfolio