Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 45,237 shares of AVUV stock, worth $3.99 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
45,237
Previous 43,594
3.77%
Holding current value
$3.99 Million
Previous $4.21 Million
6.3%
% of portfolio
0.99%
Previous 1.08%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
866Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$991 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$387 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$310 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$239 Million14.28% of portfolio