Lutz Financial Services LLC American Centy ETF Tr Avantis Transaction History
Lutz Financial Services LLC
- $1.29 Billion
- Q2 2025
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 92,888 shares of AVUV stock, worth $9.28 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
92,888
Previous 73,835
25.8%
Holding current value
$9.28 Million
Previous $6.44 Million
31.48%
% of portfolio
0.66%
Previous 0.53%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio