Sheets Smith Wealth Management American Centy ETF Tr Avantis Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sheets Smith Wealth Management holds 16,245 shares of AVUV stock, worth $1.45 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,245
Previous 14,073
15.43%
Holding current value
$1.45 Million
Previous $1.36 Million
4.27%
% of portfolio
0.18%
Previous 0.17%
Shares
13 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$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio