Iam Advisory, LLC American Centy ETF Tr Avantis Transaction History
Iam Advisory, LLC
- $427 Million
- Q3 2025
A detailed history of Iam Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iam Advisory, LLC holds 76,556 shares of AVUV stock, worth $7.47 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
76,556
Previous 75,868
0.91%
Holding current value
$7.47 Million
Previous $6.91 Million
10.24%
% of portfolio
1.79%
Previous 1.73%
Shares
17 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