Tru Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 2024
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 524,558 shares of AVUV stock, worth $46.1 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
524,558
Previous 413,214
26.95%
Holding current value
$46.1 Million
Previous $39.6 Million
27.71%
% of portfolio
3.19%
Previous 2.46%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$702 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$364 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$309 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio