Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $170 Million
- Q1 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 72,898 shares of AVUV stock, worth $6.02 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
72,898
Previous 86,619
15.84%
Holding current value
$6.02 Million
Previous $8.35 Million
23.93%
% of portfolio
3.74%
Previous 4.06%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio