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 $1.97 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
23,857
Previous 30,209
21.03%
Holding current value
$1.97 Million
Previous $2.92 Million
28.88%
% of portfolio
0.46%
Previous 0.63%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio