Jdh Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Jdh Wealth Management, LLC
- $131 Billion
- Q2 2025
A detailed history of Jdh Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 33,614 shares of AVUV stock, worth $3.25 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
33,614
Previous 30,989
8.47%
Holding current value
$3.25 Million
Previous $2.7 Billion
13.36%
% of portfolio
2.35%
Previous 2.32%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
893Shares Held
128MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.41 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$472 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$311 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$267 Million13.71% of portfolio