Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 14,595,072 shares of AVUV stock, worth $1.41 Billion. This represents 1.15% of its overall portfolio holdings.
Number of Shares
14,595,072
Previous 11,240,479
29.84%
Holding current value
$1.41 Billion
Previous $980 Million
35.7%
% of portfolio
1.15%
Previous 0.92%
Shares
19 transactions
Others Institutions Holding AVUV
# of Institutions
913Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
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
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Morgan Stanley New York, NY2.74MShares$265 Million0.02% of portfolio
-
Truepoint, Inc.2.69MShares$260 Million6.27% of portfolio