Able Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Able Wealth Management LLC
- $169 Billion
- Q1 2025
A detailed history of Able Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Able Wealth Management LLC holds 13,509 shares of AVUV stock, worth $1.26 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
13,509
Previous 12,706
6.32%
Holding current value
$1.26 Million
Previous $1.23 Billion
3.99%
% of portfolio
0.69%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
878Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.05 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$410 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$329 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$254 Million14.28% of portfolio