Wfa Of San Diego, LLC American Centy ETF Tr Avantis Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 90 shares of AVUV stock, worth $9,097. This represents 0.01% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$9,097
Previous $8,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
732Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$625 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$364 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio