Tru Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Tru Wealth Advisors, LLC
- $1.56 Billion
- Q1 2025
A detailed history of Tru Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 557,383 shares of AVUV stock, worth $48.5 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
557,383
Previous 524,558
6.26%
Holding current value
$48.5 Million
Previous $50.6 Million
4.29%
% of portfolio
3.1%
Previous 3.19%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
842Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio