Total Wealth Planning, LLC American Centy ETF Tr Avantis Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Total Wealth Planning, LLC holds 16,405 shares of AVUV stock, worth $1.62 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,405
Previous 16,861
2.7%
Holding current value
$1.62 Million
Previous $1.62 Million
2.1%
% of portfolio
0.26%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
777Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$609 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$380 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$354 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$311 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio