Milestone Asset Management Group, LLC American Centy ETF Tr Avantis Transaction History
Milestone Asset Management Group, LLC
- $135 Billion
- Q2 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 17,913 shares of AVUV stock, worth $1.8 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
17,913
Previous 17,708
1.16%
Holding current value
$1.8 Million
Previous $1.54 Billion
5.72%
% of portfolio
1.21%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
922Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio