Golden Bell Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Golden Bell Financial Planning LLC
- $115 Billion
- Q3 2025
A detailed history of Golden Bell Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 62,951 shares of AVUV stock, worth $6.14 Million. This represents 5.44% of its overall portfolio holdings.
Number of Shares
62,951
Previous 61,693
2.04%
Holding current value
$6.14 Million
Previous $5.62 Billion
11.48%
% of portfolio
5.44%
Previous 5.29%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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