Gradient Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 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 13,493 shares of AVUV stock, worth $1.32 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
13,493
Previous 14,143
4.6%
Holding current value
$1.32 Million
Previous $1.29 Million
4.19%
% of portfolio
0.37%
Previous 0.39%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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