Concord Wealth Partners American Centy ETF Tr Avantis Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Wealth Partners holds 81,569 shares of AVUV stock, worth $7.55 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
81,569
Previous 81,542
0.03%
Holding current value
$7.55 Million
Previous $7.11 Million
4.53%
% of portfolio
1.1%
Previous 1.19%
Shares
2 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