Intelligent Financial Strategies American Centy ETF Tr Avantis Transaction History
Intelligent Financial Strategies
- $186 Million
- Q1 2025
A detailed history of Intelligent Financial Strategies transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intelligent Financial Strategies holds 6,381 shares of AVUV stock, worth $527,134. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,381
Previous 6,381
-0.0%
Holding current value
$527,134
Previous $615,000
9.59%
% of portfolio
0.3%
Previous 0.35%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio