Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History
Symphony Financial, Ltd. Co.
- $1.14 Billion
- Q2 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 191,164 shares of AVUV stock, worth $18.5 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
191,164
Previous 1,429,331
86.63%
Holding current value
$18.5 Million
Previous $130 Million
86.63%
% of portfolio
1.52%
Previous 0.66%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
914Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.41 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$472 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$267 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$265 Million0.02% of portfolio