Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Family Wealth Partners, LLC
- $219 Billion
- Q1 2025
A detailed history of Family Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Family Wealth Partners, LLC holds 89,148 shares of AVUV stock, worth $7.88 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
89,148
Previous 82,104
8.58%
Holding current value
$7.88 Million
Previous $7.93 Billion
1.95%
% of portfolio
3.55%
Previous 3.77%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
866Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$994 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$388 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$311 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$285 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$240 Million14.28% of portfolio