Puff Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Puff Wealth Management, LLC
- $65.8 Billion
- Q3 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 19,429 shares of AVUV stock, worth $1.9 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
19,429
Previous 21,847
11.07%
Holding current value
$1.9 Million
Previous $1.99 Billion
2.84%
% of portfolio
2.94%
Previous 1.45%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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