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 $8,043. This represents 0.01% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$8,043
Previous $8,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$315 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$243 Million14.28% of portfolio