Spectrum Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Spectrum Wealth Advisory Group, LLC
- $215 Million
- Q2 2025
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 2,491 shares of AVUV stock, worth $247,406. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,491
Previous 3,734
33.29%
Holding current value
$247,406
Previous $325,000
30.46%
% of portfolio
0.11%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
923Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.45 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$485 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$350 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$274 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$272 Million0.02% of portfolio