W.H. Cornerstone Investments Inc. American Centy ETF Tr Avantis Transaction History
W.H. Cornerstone Investments Inc.
- $142 Million
- Q1 2025
A detailed history of W.H. Cornerstone Investments Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 2,863 shares of AVUV stock, worth $255,866. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,863
Previous 15,106
81.05%
Holding current value
$255,866
Previous $1.46 Million
82.92%
% of portfolio
0.17%
Previous 0.99%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$315 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$243 Million14.28% of portfolio