Legacy Wealth Managment, Llc/Id American Centy ETF Tr Avantis Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 95 shares of AVUV stock, worth $9,271. This represents 0.01% of its overall portfolio holdings.
Number of Shares
95
Previous 168
43.45%
Holding current value
$9,271
Previous $15,000
40.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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