Whelan Financial American Centy ETF Tr Avantis Transaction History

Whelan Financial

$314 Million
Q3 2025

A detailed history of Whelan Financial transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Whelan Financial holds 5,159 shares of AVUV stock, worth $503,466. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,159

Holding current value

$503,466

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$90.37 - $102.12 $466,218 - $526,837	5,159 New	5,159 $513,000

Others Institutions Holding AVUV

# of Institutions

960

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

Creative Planning Overland Park, KS

16.8M
Shares

$1.64 Billion
1.3% of portfolio
Lpl Financial LLC Fort Mill, SC

5.11M
Shares

$499 Million
0.16% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$344 Million
14.79% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.77M
Shares

$270 Million
13.72% of portfolio
Truepoint, Inc.

2.75M
Shares

$268 Million
6.55% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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