Porter White Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Porter White Investment Advisors, Inc.
- $215 Billion
- Q2 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 108,591 shares of AVUV stock, worth $10.8 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
108,591
Previous 111,885
2.94%
Holding current value
$10.8 Million
Previous $9.75 Billion
1.43%
% of portfolio
4.61%
Previous 4.83%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio