Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 64,608 shares of AVUV stock, worth $6.42 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
64,608
Previous 51,820
24.68%
Holding current value
$6.42 Million
Previous $4.65 Million
33.34%
% of portfolio
1.78%
Previous 1.46%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
748Shares Held
100MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$614 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$384 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$357 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$269 Million15.21% of portfolio