Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 5,302,388 shares of AVUV stock, worth $476 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,302,388
Previous 4,843,461
9.48%
Holding current value
$476 Million
Previous $435 Million
14.24%
% of portfolio
0.55%
Previous 0.52%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
636Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio
-
Truepoint, Inc.2.19MShares$196 Million5.93% of portfolio