Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,035 shares of AVUV stock, worth $449,625. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,035
Previous 3,139
60.4%
Holding current value
$449,625
Previous $303,000
44.55%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio