Fortis Group Advisors, LLC American Centy ETF Tr Avantis Transaction History
Fortis Group Advisors, LLC
- $581 Billion
- Q3 2025
A detailed history of Fortis Group Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 11,346 shares of AVUV stock, worth $1.11 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
11,346
Previous 10,439
8.69%
Holding current value
$1.11 Million
Previous $965 Million
15.03%
% of portfolio
0.19%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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