Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Liberty Wealth Management LLC
- $504 Million
- Q1 2025
A detailed history of Liberty Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,781 shares of AVUV stock, worth $359,232. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,781
Previous 3,781
-0.0%
Holding current value
$359,232
Previous $329,000
-0.0%
% of portfolio
0.07%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
869Shares 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