Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 16,802,461 shares of AVUV stock, worth $1.64 Billion. This represents 1.3% of its overall portfolio holdings.
Number of Shares
16,802,461
Previous 14,595,072
15.12%
Holding current value
$1.64 Billion
Previous $1.33 Billion
25.78%
% of portfolio
1.3%
Previous 1.15%
Shares
20 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
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
-
Morgan Stanley New York, NY2.75MShares$268 Million0.02% of portfolio