Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $167 Billion
- Q4 2025
A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 104,736 shares of AVUV stock, worth $10.2 Million. This represents 6.74% of its overall portfolio holdings.
Number of Shares
104,736
Previous 101,473
3.22%
Holding current value
$10.2 Million
Previous $10.1 Billion
10.74%
% of portfolio
6.74%
Previous 6.54%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
958Shares 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