Better Wealth, LLC American Centy ETF Tr Avantis Transaction History
Better Wealth, LLC
- $380 Million
- Q3 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 151,311 shares of AVUV stock, worth $14.8 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
151,311
Previous 146,123
3.55%
Holding current value
$14.8 Million
Previous $13.3 Million
13.13%
% of portfolio
3.96%
Previous 3.74%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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