Haven Private, LLC American Centy ETF Tr Avantis Transaction History
Haven Private, LLC
- $226 Billion
- Q3 2025
A detailed history of Haven Private, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Haven Private, LLC holds 23,659 shares of AVUV stock, worth $2.31 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
23,659
Previous 22,084
7.13%
Holding current value
$2.31 Million
Previous $2.01 Billion
17.05%
% of portfolio
1.04%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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