Intergy Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Intergy Private Wealth, LLC
- $290 Million
- Q2 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 68,467 shares of AVUV stock, worth $6.84 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
68,467
Previous 66,117
3.55%
Holding current value
$6.84 Million
Previous $5.75 Million
8.51%
% of portfolio
2.15%
Previous 2.21%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
923Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio