Legacy Financial Strategies, LLC American Centy ETF Tr Avantis Transaction History
Legacy Financial Strategies, LLC
- $452 Million
- Q1 2025
A detailed history of Legacy Financial Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 23,857 shares of AVUV stock, worth $2.13 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
23,857
Previous 30,209
21.03%
Holding current value
$2.13 Million
Previous $2.92 Million
28.88%
% of portfolio
0.46%
Previous 0.63%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio