Three Cord True Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Three Cord True Wealth Management, LLC
- $117 Billion
- Q1 2025
A detailed history of Three Cord True Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Three Cord True Wealth Management, LLC holds 94,158 shares of AVUV stock, worth $7.79 Million. This represents 7.04% of its overall portfolio holdings.
Number of Shares
94,158
Previous 88,754
6.09%
Holding current value
$7.79 Million
Previous $8.57 Billion
4.2%
% of portfolio
7.04%
Previous 7.41%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$661 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$343 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$223 Million15.25% of portfolio