Sheets Smith Wealth Management American Centy ETF Tr Avantis Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 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 14,847 shares of AVUV stock, worth $1.37 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,847
Previous 16,245
8.61%
Holding current value
$1.37 Million
Previous $1.42 Million
4.52%
% of portfolio
0.16%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
889Shares Held
124MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS11.2MShares$1.04 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 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