Navis Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Navis Wealth Advisors, LLC
- $116 Million
- Q2 2025
A detailed history of Navis Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,515 shares of AVUV stock, worth $550,783. This represents 0.43% of its overall portfolio holdings.
Number of Shares
5,515
Previous 5,515
-0.0%
Holding current value
$550,783
Previous $480,000
4.58%
% of portfolio
0.43%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares 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