Acorn Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Acorn Wealth Advisors, LLC
- $251 Million
- Q2 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 4,315 shares of AVUV stock, worth $430,939. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,315
Previous 2,915
48.03%
Holding current value
$430,939
Previous $254,000
54.72%
% of portfolio
0.16%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio