Porter White Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Porter White Investment Advisors, Inc.
- $233 Billion
- Q3 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 109,206 shares of AVUV stock, worth $10.7 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
109,206
Previous 108,591
0.57%
Holding current value
$10.7 Million
Previous $9.89 Billion
9.87%
% of portfolio
4.67%
Previous 4.61%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio