Higgins & Schmidt Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $181 Billion
- Q2 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 68,444 shares of AVUV stock, worth $6.84 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
68,444
Previous 64,515
6.09%
Holding current value
$6.84 Million
Previous $5.62 Billion
10.87%
% of portfolio
3.45%
Previous 3.32%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio