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 $2.38 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

28,070

Holding current value

$2.38 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

837

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

Creative Planning Overland Park, KS

7.99M
Shares

$679 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

4.14M
Shares

$352 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$299 Million
14.79% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$294 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.69M
Shares

$229 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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