Atlas Wealth LLC American Centy ETF Tr Avantis Transaction History
Atlas Wealth LLC
- $180 Million
- Q2 2025
A detailed history of Atlas Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atlas Wealth LLC holds 4,934 shares of AVUV stock, worth $492,758. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,934
Previous 4,934
-0.0%
Holding current value
$492,758
Previous $430,000
4.42%
% of portfolio
0.25%
Previous 0.25%
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