Alliance Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alliance Wealth Advisors, LLC
- $245 Million
- Q4 2025
A detailed history of Alliance Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 106,527 shares of AVUV stock, worth $10.4 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
106,527
Previous 102,697
3.73%
Holding current value
$10.4 Million
Previous $10.2 Million
1.7%
% of portfolio
4.24%
Previous 4.28%
Shares
9 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