N.E.W. Advisory Services LLC American Centy ETF Tr Avantis Transaction History
N.E.W. Advisory Services LLC
- $1.02 Billion
- Q2 2025
A detailed history of N.E.W. Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 290,437 shares of AVUV stock, worth $29 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
290,437
Previous 298,028
2.55%
Holding current value
$29 Million
Previous $26 Million
1.84%
% of portfolio
2.6%
Previous 2.07%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
925Shares 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