Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
A detailed history of Level Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 26,057 shares of AVUV stock, worth $2.16 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
26,057
Previous 24,882
4.72%
Holding current value
$2.16 Million
Previous $2.4 Million
5.66%
% of portfolio
0.84%
Previous 0.95%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$661 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$343 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, VA2.69MShares$223 Million15.25% of portfolio