Truepoint, Inc. American Centy ETF Tr Avantis Transaction History
Truepoint, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Truepoint, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Truepoint, Inc. holds 2,208,793 shares of AVUV stock, worth $211 Million. This represents 5.75% of its overall portfolio holdings.
Number of Shares
2,208,793
Previous 2,187,292
0.98%
Holding current value
$211 Million
Previous $205 Million
3.32%
% of portfolio
5.75%
Previous 5.93%
Shares
18 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$553 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$349 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio