Parkworth Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Parkworth Wealth Management, Inc.
- $125 Billion
- Q1 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 47,362 shares of AVUV stock, worth $4.39 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
47,362
Previous 47,201
0.34%
Holding current value
$4.39 Million
Previous $4.56 Billion
9.39%
% of portfolio
3.3%
Previous 3.79%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
124MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS11.2MShares$1.04 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio