Wall Street Access Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Wall Street Access Asset Management, LLC
- $284 Million
- Q2 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 3,265 shares of AVUV stock, worth $310,795. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,265
Previous 6,059
46.11%
Holding current value
$310,795
Previous $528,000
43.75%
% of portfolio
0.1%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
927Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.39 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$465 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$335 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$263 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$261 Million0.02% of portfolio