Gen Financial Management, Inc. American Centy ETF Tr Avantis Transaction History
Gen Financial Management, Inc.
- $122 Billion
- Q2 2025
A detailed history of Gen Financial Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gen Financial Management, Inc. holds 5,572 shares of AVUV stock, worth $556,475. This represents 0.42% of its overall portfolio holdings.
Number of Shares
5,572
Previous 2,830
96.89%
Holding current value
$556,475
Previous $247 Million
105.77%
% of portfolio
0.42%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio