Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $122 Billion
- Q2 2025
A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 83,075 shares of AVUV stock, worth $8.3 Million. This represents 6.18% of its overall portfolio holdings.
Number of Shares
83,075
Previous 87,300
4.84%
Holding current value
$8.3 Million
Previous $7.61 Billion
0.55%
% of portfolio
6.18%
Previous 6.78%
Shares
3 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