Wall Street Access Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Wall Street Access Asset Management, LLC
- $248 Million
- Q1 2025
A detailed history of Wall Street Access Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 6,059 shares of AVUV stock, worth $575,665. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,059
Previous 6,090
0.51%
Holding current value
$575,665
Previous $587,000
10.05%
% of portfolio
0.21%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
869Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio