Fidelis Capital Partners, LLC American Centy ETF Tr Avantis Transaction History
Fidelis Capital Partners, LLC
- $1.1 Trillion
- Q2 2025
A detailed history of Fidelis Capital Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 34,686 shares of AVUV stock, worth $3.3 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
34,686
Previous 38,705
10.38%
Holding current value
$3.3 Million
Previous $3.2 Billion
0.39%
% of portfolio
0.29%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
927Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.39 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$465 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$335 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$263 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$261 Million0.02% of portfolio