Tyler Stone Wealth Management American Centy ETF Tr Avantis Transaction History
Tyler Stone Wealth Management
- $510 Million
- Q3 2024
A detailed history of Tyler Stone Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Tyler Stone Wealth Management holds 4,810 shares of AVUV stock, worth $466,954. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,810
Previous 2,400
100.42%
Holding current value
$466,954
Previous $215,000
114.42%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio