Legacy Financial Strategies, LLC American Centy ETF Tr Avantis Transaction History
Legacy Financial Strategies, LLC
- $505 Million
- Q2 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 4,893 shares of AVUV stock, worth $464,883. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,893
Previous 23,857
79.49%
Holding current value
$464,883
Previous $2.07 Million
78.54%
% of portfolio
0.09%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
873Shares Held
121MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio