Milestone Asset Management Group, LLC American Centy ETF Tr Avantis Transaction History
Milestone Asset Management Group, LLC
- $159 Billion
- Q3 2025
A detailed history of Milestone Asset Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 19,318 shares of AVUV stock, worth $1.89 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
19,318
Previous 17,913
7.84%
Holding current value
$1.89 Million
Previous $1.63 Billion
17.82%
% of portfolio
1.21%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio