Avondale Wealth Management American Centy ETF Tr Avantis Transaction History
Avondale Wealth Management
- $170 Million
- Q3 2025
A detailed history of Avondale Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avondale Wealth Management holds 146,239 shares of AVUV stock, worth $14.3 Million. This represents 8.54% of its overall portfolio holdings.
Number of Shares
146,239
Previous 139,948
4.5%
Holding current value
$14.3 Million
Previous $12.7 Million
14.17%
% of portfolio
8.54%
Previous 7.75%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio