Clearstead Trust, LLC American Centy ETF Tr Avantis Transaction History
Clearstead Trust, LLC
- $473 Million
- Q2 2025
A detailed history of Clearstead Trust, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clearstead Trust, LLC holds 4,256 shares of AVUV stock, worth $425,046. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,256
Previous 3,677
15.75%
Holding current value
$425,046
Previous $320,000
20.94%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio