Sheets Smith Wealth Management American Centy ETF Tr Avantis Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 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 13,904 shares of AVUV stock, worth $1.36 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,904
Previous 8,818
57.68%
Holding current value
$1.36 Million
Previous $791,000
68.65%
% of portfolio
0.17%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$604 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$377 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$351 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$308 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$265 Million15.21% of portfolio