Sheets Smith Wealth Management American Centy ETF Tr Avantis Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 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 14,827 shares of AVUV stock, worth $1.45 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,827
Previous 14,847
0.13%
Holding current value
$1.45 Million
Previous $1.35 Million
9.1%
% of portfolio
0.17%
Previous 0.16%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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