Legacy Wealth Managment, Llc/Id American Centy ETF Tr Avantis Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 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 168 shares of AVUV stock, worth $16,778. This represents 0.01% of its overall portfolio holdings.
Number of Shares
168
Previous 71
136.62%
Holding current value
$16,778
Previous $6,000
150.0%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio