Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 7,991,514 shares of AVUV stock, worth $785 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
7,991,514
Previous 6,185,424
29.2%
Holding current value
$785 Million
Previous $593 Million
29.98%
% of portfolio
0.75%
Previous 0.59%
Shares
17 transactions
Others Institutions Holding AVUV
# of Institutions
827Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Lpl Financial LLC Fort Mill, SC4.14MShares$407 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$346 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$340 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio
-
Truepoint, Inc.2.28MShares$224 Million6.02% of portfolio