N.E.W. Advisory Services LLC American Centy ETF Tr Avantis Transaction History
N.E.W. Advisory Services LLC
- $1.25 Billion
- Q1 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 298,028 shares of AVUV stock, worth $26.6 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
298,028
Previous 230,386
29.36%
Holding current value
$26.6 Million
Previous $22.2 Million
16.82%
% of portfolio
2.07%
Previous 2.15%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio