Selective Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Selective Wealth Management, Inc.
- $308 Million
- Q3 2025
A detailed history of Selective Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,533 shares of AVUV stock, worth $539,965. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,533
Previous 4,382
26.27%
Holding current value
$539,965
Previous $399,000
37.84%
% of portfolio
0.18%
Previous 0.15%
Shares
9 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