Iron Horse Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Iron Horse Wealth Management, LLC
- $323 Million
- Q2 2025
A detailed history of Iron Horse Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 96,584 shares of AVUV stock, worth $9.65 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
96,584
Previous 89,755
7.61%
Holding current value
$9.65 Million
Previous $7.82 Million
12.46%
% of portfolio
2.73%
Previous 2.65%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares 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