Iht Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iht Wealth Management, LLC holds 27,619 shares of AVUV stock, worth $2.76 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
27,619
Previous 34,033
18.85%
Holding current value
$2.76 Million
Previous $2.97 Million
15.17%
% of portfolio
0.07%
Previous 0.1%
Shares
17 transactions
Others Institutions Holding AVUV
# of Institutions
925Shares 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