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 $3.63 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
38,096Holding current value
$3.63 Million% of portfolio
0.88%Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
927Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.39 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$465 Million0.16% of portfolio
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Merriman Wealth Management, LLC3.52MShares$335 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$263 Million13.71% of portfolio
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Morgan Stanley New York, NY2.74MShares$261 Million0.02% of portfolio