Keystone Financial Group American Centy ETF Tr Avantis Transaction History
Keystone Financial Group
- $1.21 Billion
- Q3 2025
A detailed history of Keystone Financial Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Keystone Financial Group holds 3,688 shares of AVUV stock, worth $359,911. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,688
Previous 3,700
0.32%
Holding current value
$359,911
Previous $368,000
0.27%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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