Stegent Equity Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Stegent Equity Advisors, Inc.
- $96.7 Million
- Q2 2025
A detailed history of Stegent Equity Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 35,872 shares of AVUV stock, worth $3.58 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
35,872
Previous 20,075
78.69%
Holding current value
$3.58 Million
Previous $1.75 Million
86.79%
% of portfolio
3.38%
Previous 2.06%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio