Running Point Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Running Point Capital Advisors, LLC
- $290 Million
- Q4 2024
A detailed history of Running Point Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Running Point Capital Advisors, LLC holds 54,020 shares of AVUV stock, worth $4.3 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
54,020
Previous 45,175
19.58%
Holding current value
$4.3 Million
Previous $4.33 Million
20.3%
% of portfolio
1.8%
Previous 1.69%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$636 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$330 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$280 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$214 Million15.25% of portfolio