Delap Wealth Advisory, LLC American Centy ETF Tr Avantis Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
A detailed history of Delap Wealth Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 24,979 shares of AVUV stock, worth $2.49 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
24,979
Previous 36,176
30.95%
Holding current value
$2.49 Million
Previous $3.15 Billion
27.84%
% of portfolio
1.09%
Previous 1.76%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio