Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
A detailed history of Rockwood Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 16,707 shares of AVUV stock, worth $1.33 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,707
Previous 16,007
4.37%
Holding current value
$1.33 Million
Previous $1.54 Billion
5.38%
% of portfolio
0.15%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$636 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$330 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$280 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$214 Million15.25% of portfolio