Foundation Wealth Management, Llc\Pa American Centy ETF Tr Avantis Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 6,173 shares of AVUV stock, worth $602,423. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,173
Previous 6,173
-0.0%
Holding current value
$602,423
Previous $562 Million
9.25%
% of portfolio
0.24%
Previous 0.24%
Shares
1 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