Collaborative Wealth Managment Inc. American Centy ETF Tr Avantis Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 81,890 shares of AVUV stock, worth $8.18 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
81,890
Previous 75,169
8.94%
Holding current value
$8.18 Million
Previous $6.55 Million
13.86%
% of portfolio
3.36%
Previous 3.16%
Shares
11 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