Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 2024
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 74,017 shares of AVUV stock, worth $6.98 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
74,017
Previous 42,342
74.81%
Holding current value
$6.98 Million
Previous $3.97 Billion
67.36%
% of portfolio
2.88%
Previous 1.8%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
673Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$546 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$345 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$321 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$280 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$258 Million15.17% of portfolio