Worth Pointe, LLC American Centy ETF Tr Avantis Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 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 48,601 shares of AVUV stock, worth $4.74 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
48,601
Previous 44,665
8.81%
Holding current value
$4.74 Million
Previous $4.29 Million
9.47%
% of portfolio
1.94%
Previous 1.82%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
822Shares Held
109MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS7.99MShares$779 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$404 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$343 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$338 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$263 Million15.25% of portfolio