Kingswood Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,916 shares of AVUV stock, worth $577,342. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,916Holding current value
$577,342% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
973Shares Held
136MCall 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
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Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
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Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio