Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curio Wealth, LLC holds 28,070 shares of AVUV stock, worth $2.73 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

28,070

Holding current value

$2.73 Million

% of portfolio

1.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$94.37 - $106.41 $2.65 Million - $2.99 Million	28,070 New	28,070 $2.71 Billion

Others Institutions Holding AVUV

# of Institutions

795

Shares Held

104M

Call Options Held

15.5K

Put Options Held

12.1K

Creative Planning Overland Park, KS

6.19M
Shares

$601 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$375 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$350 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$307 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.69M
Shares

$262 Million
15.25% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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