Wms Partners, LLC American Centy ETF Tr Avantis Transaction History
Wms Partners, LLC
- $1.4 Billion
- Q1 2024
A detailed history of Wms Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wms Partners, LLC holds 676,945 shares of AVUV stock, worth $59.7 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
676,945
Previous 655,784
3.23%
Holding current value
$59.7 Million
Previous $58.9 Million
7.72%
% of portfolio
4.53%
Previous 4.51%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$468 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$315 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$240 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$240 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$227 Million0.02% of portfolio