Widmann Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Widmann Financial Services, Inc.
- $157 Million
- Q3 2025
A detailed history of Widmann Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 75,432 shares of AVUV stock, worth $7.36 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
75,432
Previous 71,090
6.11%
Holding current value
$7.36 Million
Previous $6.48 Million
15.92%
% of portfolio
4.79%
Previous 4.56%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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