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 $4.75 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
50,013
Previous 7,169
597.63%
Holding current value
$4.75 Million
Previous $623,000
631.3%
% of portfolio
0.54%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
873Shares Held
121MCall 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$334 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