Higgins & Schmidt Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $198 Billion
- Q3 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 70,502 shares of AVUV stock, worth $6.88 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
70,502
Previous 68,444
3.01%
Holding current value
$6.88 Million
Previous $6.24 Billion
12.54%
% of portfolio
3.54%
Previous 3.45%
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