Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 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 97,781 shares of AVUV stock, worth $9.84 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
97,781
Previous 90,910
7.56%
Holding current value
$9.84 Million
Previous $7.6 Billion
22.82%
% of portfolio
0.58%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
922Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio