Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 113,974 shares of AVUV stock, worth $11.1 Million. This represents 11.15% of its overall portfolio holdings.
Number of Shares
113,974Holding current value
$11.1 Million% of portfolio
11.15%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
795Shares 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
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Merriman Wealth Management, LLC3.6MShares$350 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$262 Million15.25% of portfolio