Baker Tilly Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Baker Tilly Wealth Management, LLC
- $429 Million
- Q3 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 38,096 shares of AVUV stock, worth $3.72 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
38,096Holding current value
$3.72 Million% of portfolio
0.88%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
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Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
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Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio