Independent Advisor Alliance American Centy ETF Tr Avantis Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
A detailed history of Independent Advisor Alliance transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Independent Advisor Alliance holds 34,643 shares of AVUV stock, worth $3.49 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
34,643
Previous 25,898
33.77%
Holding current value
$3.49 Million
Previous $2.26 Million
39.79%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
922Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio