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 $612,775. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,090
Previous 6,073
0.28%
Holding current value
$612,775
Previous $582,000
0.86%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
752Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$622 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$389 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$362 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$318 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$273 Million15.21% of portfolio