Vance Wealth, Inc. American Centy ETF Tr Avantis Transaction History

Vance Wealth, Inc.

$287 Million
Q2 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 3,616 shares of AVUV stock, worth $359,141. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,616

Holding current value

$359,141

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$75.17 - $91.21 $271,814 - $329,815	3,616 New	3,616 $329,000

Others Institutions Holding AVUV

# of Institutions

923

Shares Held

127M

Call Options Held

29.3K

Put Options Held

16K

Creative Planning Overland Park, KS

14.6M
Shares

$1.45 Billion
1.15% of portfolio
Lpl Financial LLC Fort Mill, SC

4.88M
Shares

$485 Million
0.16% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$350 Million
14.79% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.76M
Shares

$274 Million
13.71% of portfolio
Morgan Stanley New York, NY

2.74M
Shares

$272 Million
0.02% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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