Proactive Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 19,300 shares of AVUV stock, worth $1.83 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
19,300
Previous 14,707
31.23%
Holding current value
$1.83 Million
Previous $1.42 Million
18.45%
% of portfolio
0.9%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
875Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.06 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$415 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$333 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$257 Million14.28% of portfolio