Wall Street Access Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Wall Street Access Asset Management, LLC
- $263 Million
- Q4 2024
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 6,090 shares of AVUV stock, worth $535,067. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,090
Previous 6,073
0.28%
Holding current value
$535,067
Previous $582,000
0.86%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$702 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$364 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$309 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio