Rfg Bristol Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Rfg Bristol Wealth Advisors, LLC

$298 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$94.37 - $106.41 $6.03 Million - $6.8 Million	63,903 New	63,903 $6.17 Billion

Others Institutions Holding AVUV

# of Institutions

846

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

Creative Planning Overland Park, KS

7.99M
Shares

$660 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

4.39M
Shares

$362 Million
0.16% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$291 Million
14.79% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$286 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$224 Million
14.28% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.