Cardinal Point Capital Management, Ulc American Centy ETF Tr Avantis Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 2025
A detailed history of Cardinal Point Capital Management, Ulc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 6,191 shares of AVUV stock, worth $573,286. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,191
Previous 6,931
10.68%
Holding current value
$573,286
Previous $604 Million
6.65%
% of portfolio
0.04%
Previous 0.06%
Shares
11 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