Lutz Financial Services LLC American Centy ETF Tr Avantis Transaction History
Lutz Financial Services LLC
- $1.24 Billion
- Q4 2024
A detailed history of Lutz Financial Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lutz Financial Services LLC holds 75,703 shares of AVUV stock, worth $7.3 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
75,703
Previous 65,503
15.57%
Holding current value
$7.3 Million
Previous $6.29 Million
16.26%
% of portfolio
0.59%
Previous 0.51%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$771 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$400 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$334 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$260 Million15.25% of portfolio