Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $147 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 75,077 shares of AVUV stock, worth $7.5 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
75,077
Previous 70,516
6.47%
Holding current value
$7.5 Million
Previous $6.15 Billion
11.27%
% of portfolio
4.66%
Previous 4.79%
Shares
3 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