Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q1 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 87,300 shares of AVUV stock, worth $8.08 Million. This represents 6.78% of its overall portfolio holdings.
Number of Shares
87,300
Previous 85,450
2.17%
Holding current value
$8.08 Million
Previous $8.25 Billion
7.74%
% of portfolio
6.78%
Previous 7.39%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
889Shares 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
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio