Portside Wealth Group, LLC American Centy ETF Tr Avantis Transaction History
Portside Wealth Group, LLC
- $541 Billion
- Q1 2024
A detailed history of Portside Wealth Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Portside Wealth Group, LLC holds 28,231 shares of AVUV stock, worth $2.53 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
28,231
Previous 45,460
37.9%
Holding current value
$2.53 Million
Previous $4.08 Billion
35.2%
% of portfolio
0.49%
Previous 0.76%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$475 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio