Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 90,910 shares of AVUV stock, worth $8.12 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
90,910
Previous 77,062
17.97%
Holding current value
$8.12 Million
Previous $7.3 Billion
4.1%
% of portfolio
0.56%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio