Intergy Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
A detailed history of Intergy Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 66,117 shares of AVUV stock, worth $5.52 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
66,117
Previous 64,593
2.36%
Holding current value
$5.52 Million
Previous $6.24 Million
7.81%
% of portfolio
2.21%
Previous 2.35%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$668 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$346 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$294 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$289 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$225 Million15.25% of portfolio