U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.21 Billion
- Q2 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 46,420 shares of AVUV stock, worth $4.41 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
46,420
Previous 58,516
20.67%
Holding current value
$4.41 Million
Previous $5.1 Million
17.1%
% of portfolio
0.13%
Previous 0.17%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
868Shares Held
122MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$335 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio