Proactive Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 21,066 shares of AVUV stock, worth $2.1 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
21,066
Previous 19,300
9.15%
Holding current value
$2.1 Million
Previous $1.68 Million
14.09%
% of portfolio
0.91%
Previous 0.9%
Shares
4 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