Trajan Wealth LLC American Centy ETF Tr Avantis Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trajan Wealth LLC holds 13,892 shares of AVUV stock, worth $1.43 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,892
Previous 13,331
4.21%
Holding current value
$1.43 Million
Previous $1.2 Billion
11.45%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
734Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$397 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$370 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$324 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$279 Million15.21% of portfolio