Concord Wealth Partners American Centy ETF Tr Avantis Transaction History
Concord Wealth Partners
- $710 Million
- Q3 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 82,761 shares of AVUV stock, worth $8.08 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
82,761
Previous 81,569
1.46%
Holding current value
$8.08 Million
Previous $7.43 Million
10.86%
% of portfolio
1.16%
Previous 1.1%
Shares
3 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