Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 151,788 shares of AVUV stock, worth $14.9 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
151,788
Previous 149,523
1.51%
Holding current value
$14.9 Million
Previous $13.4 Million
8.57%
% of portfolio
0.98%
Previous 0.99%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
773Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$606 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$378 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$352 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$309 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$266 Million15.21% of portfolio