Worth Pointe, LLC American Centy ETF Tr Avantis Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 2024
A detailed history of Worth Pointe, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Worth Pointe, LLC holds 44,665 shares of AVUV stock, worth $4.4 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
44,665
Previous 41,801
6.85%
Holding current value
$4.4 Million
Previous $3.75 Million
14.27%
% of portfolio
1.82%
Previous 1.72%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
777Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$609 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$380 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$354 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$311 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio