Parcion Private Wealth LLC American Centy ETF Tr Avantis Transaction History
Parcion Private Wealth LLC
- $1.27 Billion
- Q4 2024
A detailed history of Parcion Private Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Parcion Private Wealth LLC holds 684,532 shares of AVUV stock, worth $59.9 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
684,532
Previous 684,432
0.01%
Holding current value
$59.9 Million
Previous $65.7 Million
0.62%
% of portfolio
5.19%
Previous 5.55%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio