Safe Harbor Fiduciary, LLC American Centy ETF Tr Avantis Transaction History
Safe Harbor Fiduciary, LLC
- $107 Billion
- Q2 2025
A detailed history of Safe Harbor Fiduciary, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 1,495 shares of AVUV stock, worth $138,437. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,495
Previous 28,427
94.74%
Holding current value
$138,437
Previous $2.48 Billion
94.5%
% of portfolio
0.13%
Previous 2.56%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
893Shares Held
128MCall 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