Journey Strategic Wealth LLC American Centy ETF Tr Avantis Transaction History
Journey Strategic Wealth LLC
- $3.03 Billion
- Q2 2025
A detailed history of Journey Strategic Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 94,342 shares of AVUV stock, worth $8.74 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
94,342
Previous 86,080
9.6%
Holding current value
$8.74 Million
Previous $7.5 Million
14.54%
% of portfolio
0.28%
Previous 0.26%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
893Shares Held
128MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.35 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$452 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio