Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 3,026 shares of AVUV stock, worth $289,981. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,026
Previous 3,021
0.17%
Holding current value
$289,981
Previous $283 Million
4.08%
% of portfolio
0.11%
Previous 0.12%
Shares
7 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$555 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$326 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$262 Million15.17% of portfolio