Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $134 Billion
- Q3 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 83,120 shares of AVUV stock, worth $8.11 Million. This represents 6.18% of its overall portfolio holdings.
Number of Shares
83,120
Previous 83,075
0.05%
Holding current value
$8.11 Million
Previous $7.57 Billion
9.31%
% of portfolio
6.18%
Previous 6.18%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio