Rialto Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 10,788 shares of AVUV stock, worth $1.02 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,788
Previous 4,398
145.29%
Holding current value
$1.02 Million
Previous $425 Million
99.78%
% of portfolio
0.31%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
872Shares Held
121MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio