Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q1 2025
A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 37,458 shares of AVUV stock, worth $3.56 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
37,458
Previous 37,842
1.01%
Holding current value
$3.56 Million
Previous $3.65 Billion
10.61%
% of portfolio
1.65%
Previous 1.91%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
869Shares 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