Pb Mares Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
A detailed history of Pb Mares Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 6,565 shares of AVUV stock, worth $578,573. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,565
Previous 4,327
51.72%
Holding current value
$578,573
Previous $415,000
52.53%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$704 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$365 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$310 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio