Approach Retirement Advisors, LLC American Centy ETF Tr Avantis Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 14,053 shares of AVUV stock, worth $1.37 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
14,053Holding current value
$1.37 Million% of portfolio
1.23%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
977Shares 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
-
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