Sfg Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History
Sfg Wealth Management, Llc.
- $163 Million
- Q1 2024
A detailed history of Sfg Wealth Management, Llc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 119,783 shares of AVUV stock, worth $10.7 Million. This represents 6.89% of its overall portfolio holdings.
Number of Shares
119,783
Previous 114,378
4.73%
Holding current value
$10.7 Million
Previous $10.3 Million
9.28%
% of portfolio
6.89%
Previous 7.04%
Shares
10 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