Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $164 Million
- Q3 2025
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 70,183 shares of AVUV stock, worth $6.85 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
70,183
Previous 74,157
5.36%
Holding current value
$6.85 Million
Previous $6.76 Million
3.39%
% of portfolio
4.27%
Previous 3.69%
Shares
5 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