Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History
Orba Wealth Advisors, L.L.C.
- $191 Billion
- Q4 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 37,842 shares of AVUV stock, worth $3.68 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
37,842
Previous 70,426
46.27%
Holding current value
$3.68 Million
Previous $6.76 Billion
45.94%
% of portfolio
1.91%
Previous 3.42%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
785Shares Held
104MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$601 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$350 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$262 Million15.25% of portfolio