Sheets Smith Wealth Management American Centy ETF Tr Avantis Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sheets Smith Wealth Management holds 14,073 shares of AVUV stock, worth $1.22 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,073
Previous 13,904
1.22%
Holding current value
$1.22 Million
Previous $1.33 Million
1.8%
% of portfolio
0.17%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio