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 $6.65 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
64,608
Previous 51,820
24.68%
Holding current value
$6.65 Million
Previous $4.65 Million
33.34%
% of portfolio
1.78%
Previous 1.46%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
717Shares Held
93.5MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$398 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$376 Million14.89% of portfolio
-
Morgan Stanley New York, NY2.97MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio