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 $407,947. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,405Holding current value
$407,947% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
124MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS11.2MShares$1.04 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
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Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio