Traphagen Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Traphagen Investment Advisors LLC
- $764 Million
- Q1 2025
A detailed history of Traphagen Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 51,564 shares of AVUV stock, worth $4.26 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
51,564
Previous 527,832
90.23%
Holding current value
$4.26 Million
Previous $51 Million
91.18%
% of portfolio
0.59%
Previous 5.86%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$223 Million15.25% of portfolio