Moneta Group Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Moneta Group Investment Advisors LLC
- $8.23 Billion
- Q2 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,223 shares of AVUV stock, worth $220,499. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,223
Previous 7,055
68.49%
Holding current value
$220,499
Previous $614,000
67.1%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
930Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.45 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$484 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$349 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$274 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$272 Million0.02% of portfolio