Truepoint, Inc. American Centy ETF Tr Avantis Transaction History
Truepoint, Inc.
- $4.18 Billion
- Q3 2025
A detailed history of Truepoint, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Truepoint, Inc. holds 2,749,775 shares of AVUV stock, worth $268 Million. This represents 6.55% of its overall portfolio holdings.
Number of Shares
2,749,775
Previous 2,693,123
2.1%
Holding current value
$268 Million
Previous $245 Million
11.55%
% of portfolio
6.55%
Previous 6.27%
Shares
23 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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
-
Morgan Stanley New York, NY2.75MShares$268 Million0.02% of portfolio