Proactive Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,430 shares of AVUV stock, worth $1.29 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
13,430Holding current value
$1.29 Million% of portfolio
0.72%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$596 Million0.59% of portfolio
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Lpl Financial LLC Fort Mill, SC3.86MShares$372 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$304 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio