Optimum Investment Advisors American Centy ETF Tr Avantis Transaction History
Optimum Investment Advisors
- $223 Million
- Q2 2025
A detailed history of Optimum Investment Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Optimum Investment Advisors holds 99 shares of AVUV stock, worth $9,887. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 99
-0.0%
Holding current value
$9,887
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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