Gradient Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
A detailed history of Gradient Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 14,143 shares of AVUV stock, worth $1.35 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,143
Previous 11,241
25.82%
Holding current value
$1.35 Million
Previous $979,000
31.56%
% of portfolio
0.39%
Previous 0.33%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
873Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$335 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio