Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $286 Million
- Q3 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 45,609 shares of AVUV stock, worth $4.78 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
45,609
Previous 47,226
3.42%
Holding current value
$4.78 Million
Previous $4.24 Million
2.86%
% of portfolio
1.52%
Previous 1.49%
Shares
17 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$648 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$405 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$377 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$331 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$284 Million15.21% of portfolio