Glassman Wealth Services American Centy ETF Tr Avantis Transaction History
Glassman Wealth Services
- $724 Million
- Q4 2025
A detailed history of Glassman Wealth Services transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Glassman Wealth Services holds 7,367 shares of AVUV stock, worth $718,945. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,367
Previous 3,600
104.64%
Holding current value
$718,945
Previous $358,000
100.56%
% of portfolio
0.1%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
984Shares Held
136MCall 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