Smallwood Wealth Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 1,390 shares of AVUV stock, worth $114,827. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,390Holding current value
$114,827% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
863Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$929 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$362 Million0.16% of portfolio
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Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
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Morgan Stanley New York, NY3.22MShares$266 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio