Andrews, Lucia Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 2025
A detailed history of Andrews, Lucia Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 2,795 shares of AVUV stock, worth $279,136. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,795Holding current value
$279,136% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
925Shares 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
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Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
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Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio