Sheets Smith Wealth Management American Centy ETF Tr Avantis Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 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 8,818 shares of AVUV stock, worth $811,432. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,818
Previous 8,740
0.89%
Holding current value
$811,432
Previous $819,000
3.42%
% of portfolio
0.1%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$533 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$336 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$313 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$273 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$251 Million15.17% of portfolio