Avaii Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 2025
A detailed history of Avaii Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 82,448 shares of AVUV stock, worth $7.52 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
82,448
Previous 78,190
5.45%
Holding current value
$7.52 Million
Previous $7.55 Million
4.78%
% of portfolio
4.2%
Previous 4.15%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.03 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$400 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$321 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$294 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$248 Million14.28% of portfolio