Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 86,080 shares of AVUV stock, worth $7.11 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
86,080Holding current value
$7.11 Million% of portfolio
1.02%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
850Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
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Lpl Financial LLC Fort Mill, SC4.39MShares$362 Million0.16% of portfolio
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Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio