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 $8.86 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
90,740
Previous 89,536
1.34%
Holding current value
$8.86 Million
Previous $6.98 Million
16.75%
% of portfolio
1.98%
Previous 1.87%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio