Wedmont Private Capital American Centy ETF Tr Avantis Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
A detailed history of Wedmont Private Capital transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wedmont Private Capital holds 84,992 shares of AVUV stock, worth $8.48 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
84,992
Previous 75,347
12.8%
Holding current value
$8.48 Million
Previous $7.23 Million
13.49%
% of portfolio
0.44%
Previous 0.41%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
760Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$617 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$359 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$315 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio