Summit Financial Strategies, Inc. American Centy ETF Tr Avantis Transaction History
Summit Financial Strategies, Inc.
- $998 Million
- Q2 2025
A detailed history of Summit Financial Strategies, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,405 shares of AVUV stock, worth $439,927. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,405Holding current value
$439,927% of portfolio
0.04%Shares
1 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
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Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
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Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio