Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
A detailed history of Waterfront Wealth Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waterfront Wealth Inc. holds 90,936 shares of AVUV stock, worth $8.87 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
90,936
Previous 87,356
4.1%
Holding current value
$8.87 Million
Previous $7.96 Million
13.72%
% of portfolio
1.97%
Previous 1.91%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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