Lpl Financial LLC American Centy ETF Tr Avantis Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lpl Financial LLC holds 4,883,120 shares of AVUV stock, worth $472 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,883,120
Previous 4,386,459
11.32%
Holding current value
$472 Million
Previous $382 Million
16.34%
% of portfolio
0.16%
Previous 0.16%
Shares
18 transactions
Others Institutions Holding AVUV
# of Institutions
913Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.41 Billion1.15% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$267 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$265 Million0.02% of portfolio
-
Truepoint, Inc.2.69MShares$260 Million6.27% of portfolio