Dakota Wealth Management American Centy ETF Tr Avantis Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dakota Wealth Management holds 70,169 shares of AVUV stock, worth $6.5 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
70,169
Previous 91,133
23.0%
Holding current value
$6.5 Million
Previous $7.94 Million
19.54%
% of portfolio
0.14%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
126MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.35 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio