Better Wealth, LLC American Centy ETF Tr Avantis Transaction History
Better Wealth, LLC
- $324 Million
- Q1 2025
A detailed history of Better Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Better Wealth, LLC holds 129,005 shares of AVUV stock, worth $10.7 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
129,005
Previous 117,275
10.0%
Holding current value
$10.7 Million
Previous $11.3 Million
0.66%
% of portfolio
3.47%
Previous 3.17%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio