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 $8.92 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
90,740
Previous 89,536
1.34%
Holding current value
$8.92 Million
Previous $6.98 Million
16.75%
% of portfolio
1.98%
Previous 1.87%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
639Shares Held
80.5MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$521 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$351 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$268 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$267 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$253 Million0.02% of portfolio