Middleton & CO Inc American Centy ETF Tr Avantis Transaction History
Middleton & CO Inc
- $875 Million
- Q2 2025
A detailed history of Middleton & CO Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Middleton & CO Inc holds 10,886 shares of AVUV stock, worth $1.09 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,886
Previous 11,936
8.8%
Holding current value
$1.09 Million
Previous $1.04 Million
4.71%
% of portfolio
0.11%
Previous 0.12%
Shares
6 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