Avondale Wealth Management American Centy ETF Tr Avantis Transaction History
Avondale Wealth Management
- $164 Million
- Q2 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 139,948 shares of AVUV stock, worth $14 Million. This represents 7.75% of its overall portfolio holdings.
Number of Shares
139,948
Previous 8,262
1593.88%
Holding current value
$14 Million
Previous $718,000
1675.63%
% of portfolio
7.75%
Previous 0.47%
Shares
2 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