Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 124,667 shares of AVUV stock, worth $10.9 Million. This represents 11.26% of its overall portfolio holdings.
Number of Shares
124,667
Previous 113,974
9.38%
Holding current value
$10.9 Million
Previous $11 Billion
1.22%
% of portfolio
11.26%
Previous 11.15%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
864Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$983 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$384 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$237 Million14.28% of portfolio