Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 96,848 shares of AVUV stock, worth $8.97 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
96,848
Previous 86,080
12.51%
Holding current value
$8.97 Million
Previous $7.5 Billion
17.58%
% of portfolio
0.95%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
891Shares Held
127MCall 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