Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History
Lifestyle Asset Management, Inc.
- $214 Billion
- Q2 2025
A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 55,578 shares of AVUV stock, worth $5.28 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
55,578
Previous 66,520
16.45%
Holding current value
$5.28 Million
Previous $5.8 Billion
12.68%
% of portfolio
2.36%
Previous 3.19%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
873Shares Held
121MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio