Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 9,269 shares of AVUV stock, worth $820,862. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,269
Previous 8,337
11.18%
Holding current value
$820,862
Previous $799,000
11.89%
% of portfolio
0.33%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$708 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$367 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$312 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$239 Million15.25% of portfolio