Ima Wealth, Inc. American Centy ETF Tr Avantis Transaction History
Ima Wealth, Inc.
- $914 Million
- Q2 2025
A detailed history of Ima Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ima Wealth, Inc. holds 34,574 shares of AVUV stock, worth $3.45 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
34,574
Previous 34,087
1.43%
Holding current value
$3.45 Million
Previous $2.97 Million
5.99%
% of portfolio
0.34%
Previous 0.35%
Shares
8 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