Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History
Orba Wealth Advisors, L.L.C.
- $121 Billion
- Q3 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 25,035 shares of AVUV stock, worth $2.44 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
25,035
Previous 24,532
2.05%
Holding current value
$2.44 Million
Previous $2.23 Billion
11.5%
% of portfolio
2.05%
Previous 2.03%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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