Eagle Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Eagle Wealth Strategies LLC
- $215 Billion
- Q4 2025
A detailed history of Eagle Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Eagle Wealth Strategies LLC holds 271,024 shares of AVUV stock, worth $26.4 Million. This represents 12.87% of its overall portfolio holdings.
Number of Shares
271,024
Previous 274,705
1.34%
Holding current value
$26.4 Million
Previous $27.3 Billion
1.09%
% of portfolio
12.87%
Previous 13.6%
Shares
9 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