Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 11,240,479 shares of AVUV stock, worth $1.07 Billion. This represents 0.92% of its overall portfolio holdings.
Number of Shares
11,240,479
Previous 7,991,514
40.66%
Holding current value
$1.07 Billion
Previous $771 Million
27.02%
% of portfolio
0.92%
Previous 0.75%
Shares
18 transactions
Others Institutions Holding AVUV
# of Institutions
868Shares Held
121MCall Options Held
20.2KPut Options Held
10.8K-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio
-
Truepoint, Inc.2.54MShares$241 Million6.16% of portfolio