Better Wealth, LLC American Centy ETF Tr Avantis Transaction History
Better Wealth, LLC
- $355 Million
- Q2 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 146,123 shares of AVUV stock, worth $13.5 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
146,123
Previous 129,005
13.27%
Holding current value
$13.5 Million
Previous $11.2 Million
18.37%
% of portfolio
3.74%
Previous 3.47%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
126MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.35 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio