Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 97,450 shares of AVUV stock, worth $9.71 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
97,450
Previous 52,367
86.09%
Holding current value
$9.71 Million
Previous $4.7 Billion
99.02%
% of portfolio
4.65%
Previous 2.76%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
771Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$616 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$358 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$270 Million15.21% of portfolio