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 $8.36 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
86,619
Previous 71,377
21.35%
Holding current value
$8.36 Million
Previous $6.85 Million
21.97%
% of portfolio
4.06%
Previous 4.06%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$771 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$400 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$334 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$260 Million15.25% of portfolio