Whitaker Myers Wealth Managers, Ltd. American Centy ETF Tr Avantis Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 6,922 shares of AVUV stock, worth $680,224. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,922
Previous 6,029
14.81%
Holding current value
$680,224
Previous $565 Million
9.93%
% of portfolio
0.23%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.4MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$521 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$351 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$268 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$267 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$253 Million0.02% of portfolio