Ridgeline Wealth Planning, LLC American Centy ETF Tr Avantis Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 17,388 shares of AVUV stock, worth $1.52 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
17,388Holding current value
$1.52 Million% of portfolio
1.61%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio