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 $9.13 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
90,740
Previous 89,536
1.34%
Holding current value
$9.13 Million
Previous $6.98 Million
16.75%
% of portfolio
1.98%
Previous 1.87%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
922Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio