Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.8 Billion
- Q3 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 573,716 shares of AVUV stock, worth $56 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
573,716
Previous 607,046
5.49%
Holding current value
$56 Million
Previous $55.3 Million
3.25%
% of portfolio
0.24%
Previous 0.23%
Shares
7 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