Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 86,619 shares of AVUV stock, worth $7.53 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
86,619
Previous 71,377
21.35%
Holding current value
$7.53 Million
Previous $6.85 Million
21.97%
% of portfolio
4.06%
Previous 4.06%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
842Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio