Lifelong Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 221,519 shares of AVUV stock, worth $20.5 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
221,519Holding current value
$20.5 Million% of portfolio
6.7%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
124MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS11.2MShares$1.04 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
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Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio