Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 105,308 shares of AVUV stock, worth $9.75 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
105,308
Previous 105,245
0.06%
Holding current value
$9.75 Million
Previous $9.17 Billion
4.57%
% of portfolio
3.19%
Previous 3.39%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
126MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.35 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio