Claris Advisors, LLC American Centy ETF Tr Avantis Transaction History
Claris Advisors, LLC
- $232 Million
- Q1 2025
A detailed history of Claris Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Claris Advisors, LLC holds 20,802 shares of AVUV stock, worth $1.72 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
20,802
Previous 8,605
141.74%
Holding current value
$1.72 Million
Previous $830,000
118.43%
% of portfolio
0.78%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio