Puff Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Puff Wealth Management, LLC
- $107 Billion
- Q1 2025
A detailed history of Puff Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Puff Wealth Management, LLC holds 25,156 shares of AVUV stock, worth $2.33 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
25,156
Previous 25,309
0.6%
Holding current value
$2.33 Million
Previous $2.44 Billion
9.2%
% of portfolio
2.08%
Previous 4.26%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
891Shares Held
127MCall 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, SC4.88MShares$452 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