Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 211,180 shares of AVUV stock, worth $17.4 Million. This represents 11.05% of its overall portfolio holdings.
Number of Shares
211,180
Previous 205,057
2.99%
Holding current value
$17.4 Million
Previous $19.8 Billion
7.0%
% of portfolio
11.05%
Previous 12.4%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio