Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History
Lifestyle Asset Management, Inc.
- $182 Billion
- Q1 2025
A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 66,520 shares of AVUV stock, worth $5.5 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
66,520
Previous 132,625
49.84%
Holding current value
$5.5 Million
Previous $12.8 Billion
54.71%
% of portfolio
3.19%
Previous 6.98%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 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, VA2.71MShares$224 Million14.28% of portfolio