Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History
Orba Wealth Advisors, L.L.C.
- $110 Billion
- Q2 2025
A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 24,532 shares of AVUV stock, worth $2.37 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
24,532
Previous 37,458
34.51%
Holding current value
$2.37 Million
Previous $3.27 Billion
31.56%
% of portfolio
2.03%
Previous 1.65%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
913Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.41 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$472 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$267 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$265 Million0.02% of portfolio