Selective Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Selective Wealth Management, Inc.
- $272 Million
- Q2 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 4,382 shares of AVUV stock, worth $441,092. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,382
Previous 3,650
20.05%
Holding current value
$441,092
Previous $317,000
25.87%
% of portfolio
0.15%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
922Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio