Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 53,548 shares of AVUV stock, worth $5.23 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
53,548
Previous 56,009
4.39%
Holding current value
$5.23 Million
Previous $5.1 Billion
4.45%
% of portfolio
3.87%
Previous 3.63%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio