Wedmont Private Capital American Centy ETF Tr Avantis Transaction History
Wedmont Private Capital
- $1.35 Billion
- Q1 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 51,863 shares of AVUV stock, worth $4.65 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
51,863
Previous 49,077
5.68%
Holding current value
$4.65 Million
Previous $4.41 Million
10.28%
% of portfolio
0.36%
Previous 0.36%
Shares
8 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