Vance Wealth, Inc. American Centy ETF Tr Avantis Transaction History
Vance Wealth, Inc.
- $312 Million
- Q3 2025
A detailed history of Vance Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vance Wealth, Inc. holds 3,597 shares of AVUV stock, worth $351,031. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,597
Previous 3,616
0.53%
Holding current value
$351,031
Previous $329,000
8.81%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio