Creative Capital Management Investments LLC American Centy ETF Tr Avantis Transaction History
Creative Capital Management Investments LLC
- $269 Million
- Q3 2025
A detailed history of Creative Capital Management Investments LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 291,631 shares of AVUV stock, worth $28.5 Million. This represents 10.78% of its overall portfolio holdings.
Number of Shares
291,631
Previous 287,204
1.54%
Holding current value
$28.5 Million
Previous $26.2 Million
10.94%
% of portfolio
10.78%
Previous 10.89%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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