Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $265 Million
- Q1 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 49,230 shares of AVUV stock, worth $4.34 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
49,230
Previous 50,996
3.46%
Holding current value
$4.34 Million
Previous $4.58 Million
0.02%
% of portfolio
1.73%
Previous 1.9%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$468 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$315 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$240 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$240 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$227 Million0.02% of portfolio