Kwb Wealth American Centy ETF Tr Avantis Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
A detailed history of Kwb Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kwb Wealth holds 14,865 shares of AVUV stock, worth $1.45 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,865
Previous 14,470
2.73%
Holding current value
$1.45 Million
Previous $1.32 Million
12.22%
% of portfolio
0.17%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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