Running Point Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Running Point Capital Advisors, LLC
- $222 Million
- Q1 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 39,711 shares of AVUV stock, worth $3.56 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
39,711
Previous 33,776
17.57%
Holding current value
$3.56 Million
Previous $3.03 Million
22.68%
% of portfolio
1.67%
Previous 1.48%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$475 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio