Acorn Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 4,924 shares of AVUV stock, worth $480,533. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,924
Previous 4,315
14.11%
Holding current value
$480,533
Previous $393,000
24.68%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
959Shares 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