Intergy Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Intergy Private Wealth, LLC
- $316 Million
- Q3 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 69,754 shares of AVUV stock, worth $6.81 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
69,754
Previous 68,467
1.88%
Holding current value
$6.81 Million
Previous $6.24 Million
11.3%
% of portfolio
2.2%
Previous 2.15%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio