Lantern Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lantern Wealth Advisors, LLC
- $189 Billion
- Q3 2025
A detailed history of Lantern Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 52,457 shares of AVUV stock, worth $5.12 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
52,457
Previous 41,155
27.46%
Holding current value
$5.12 Million
Previous $3.75 Billion
39.26%
% of portfolio
2.76%
Previous 2.23%
Shares
7 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