Northwest Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Northwest Wealth Management, LLC
- $596 Million
- Q3 2025
A detailed history of Northwest Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 172,127 shares of AVUV stock, worth $16.8 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
172,127
Previous 176,424
2.44%
Holding current value
$16.8 Million
Previous $16.1 Million
6.59%
% of portfolio
2.87%
Previous 2.95%
Shares
20 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio