Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 2024
A detailed history of Waterfront Wealth Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waterfront Wealth Inc. holds 48,762 shares of AVUV stock, worth $5.11 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
48,762
Previous 43,438
12.26%
Holding current value
$5.11 Million
Previous $3.9 Million
20.04%
% of portfolio
1.17%
Previous 1.1%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$648 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$405 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$377 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$331 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$284 Million15.21% of portfolio