Intelligent Financial Strategies American Centy ETF Tr Avantis Transaction History
Intelligent Financial Strategies
- $183 Million
- Q2 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 6,382 shares of AVUV stock, worth $642,220. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,382
Previous 6,381
0.02%
Holding current value
$642,220
Previous $556,000
4.5%
% of portfolio
0.32%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
920Shares 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$491 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