Capital A Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 315 shares of AVUV stock, worth $30,740. This represents 0.32% of its overall portfolio holdings.
Number of Shares
315
Previous 4
7775.0%
Holding current value
$30,740
Previous $349,000
8005.16%
% of portfolio
0.32%
Previous 0.0%
Shares
3 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