Aegis Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Aegis Wealth Management LLC
- $177 Billion
- Q4 2025
A detailed history of Aegis Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aegis Wealth Management LLC holds 5,976 shares of AVUV stock, worth $583,197. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,976
Previous 5,976
-0.0%
Holding current value
$583,197
Previous $595 Million
2.46%
% of portfolio
0.34%
Previous 0.32%
Shares
2 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