Steward Partners Investment Advisory, LLC American Centy ETF Tr Avantis Transaction History
Steward Partners Investment Advisory, LLC
- $12.3 Billion
- Q2 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 70,775 shares of AVUV stock, worth $7.07 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
70,775
Previous 60,819
16.37%
Holding current value
$7.07 Million
Previous $5.3 Million
21.62%
% of portfolio
0.05%
Previous 0.05%
Shares
16 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