Optima Capital LLC American Centy ETF Tr Avantis Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Optima Capital LLC holds 112 shares of AVUV stock, worth $10,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares

112

Holding current value

$10,930

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$95.19 - $100.66 $10,661 - $11,273	112 New	112 $11.4 Million

Others Institutions Holding AVUV

# of Institutions

972

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

Creative Planning Overland Park, KS

16.8M
Shares

$1.64 Billion
1.3% of portfolio
Lpl Financial LLC Fort Mill, SC

5.11M
Shares

$499 Million
0.16% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$344 Million
14.79% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.77M
Shares

$270 Million
13.72% of portfolio
Truepoint, Inc.

2.75M
Shares

$268 Million
6.55% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optima Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optima Capital LLC with notifications on news.

Account