Correct Capital Wealth Management American Centy ETF Tr Avantis Transaction History
Correct Capital Wealth Management
- $404 Million
- Q2 2025
A detailed history of Correct Capital Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Correct Capital Wealth Management holds 212,801 shares of AVUV stock, worth $20.6 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
212,801
Previous 392,647
45.8%
Holding current value
$20.6 Million
Previous $34.2 Million
43.36%
% of portfolio
4.79%
Previous 9.67%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
914Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.41 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$472 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$267 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$265 Million0.02% of portfolio