Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q2 2025
A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 184,167 shares of AVUV stock, worth $18.4 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
184,167
Previous 161,984
13.69%
Holding current value
$18.4 Million
Previous $14.1 Million
18.82%
% of portfolio
1.18%
Previous 1.16%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio