Cardinal Point Capital Management, Ulc American Centy ETF Tr Avantis Transaction History
Cardinal Point Capital Management, Ulc
- $1.43 Trillion
- Q3 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 5,733 shares of AVUV stock, worth $559,483. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,733
Previous 6,191
7.4%
Holding current value
$559,483
Previous $564 Million
0.85%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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