Traverso Chambers Private Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 90,740 shares of AVUV stock, worth $9.08 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
90,740
Previous 89,536
1.34%
Holding current value
$9.08 Million
Previous $6.98 Million
16.75%
% of portfolio
1.98%
Previous 1.87%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$619 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$360 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$316 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio