Wealth Architects, LLC American Centy ETF Tr Avantis Transaction History
Wealth Architects, LLC
- $739 Million
- Q1 2024
A detailed history of Wealth Architects, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Architects, LLC holds 158,424 shares of AVUV stock, worth $14.2 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
158,424
Previous 145,350
8.99%
Holding current value
$14.2 Million
Previous $13.1 Million
13.74%
% of portfolio
2.01%
Previous 1.87%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$475 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio