Wealth Architects, LLC American Centy ETF Tr Avantis Transaction History
Wealth Architects, LLC
- $846 Million
- Q1 2025
A detailed history of Wealth Architects, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Architects, LLC holds 206,533 shares of AVUV stock, worth $18.5 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
206,533
Previous 201,915
2.29%
Holding current value
$18.5 Million
Previous $17.6 Million
2.29%
% of portfolio
2.13%
Previous 0.1%
Shares
21 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$315 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$243 Million14.28% of portfolio