Regimen Wealth, LLC American Centy ETF Tr Avantis Transaction History
Regimen Wealth, LLC
- $311 Billion
- Q1 2025
A detailed history of Regimen Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Regimen Wealth, LLC holds 102,394 shares of AVUV stock, worth $9.15 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
102,394
Previous 99,991
2.4%
Holding current value
$9.15 Million
Previous $9.65 Billion
7.5%
% of portfolio
2.87%
Previous 3.15%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$315 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$243 Million14.28% of portfolio