Ullmann Wealth Partners Group, LLC American Centy ETF Tr Avantis Transaction History
Ullmann Wealth Partners Group, LLC
- $840 Million
- Q2 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 50,013 shares of AVUV stock, worth $4.99 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
50,013
Previous 7,169
597.63%
Holding current value
$4.99 Million
Previous $623,000
631.3%
% of portfolio
0.54%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio