Alpha Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alpha Financial Advisors, LLC
- $327 Billion
- Q4 2025
A detailed history of Alpha Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 26,290 shares of AVUV stock, worth $2.57 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
26,290
Previous 26,290
-0.0%
Holding current value
$2.57 Million
Previous $2.62 Billion
2.46%
% of portfolio
0.82%
Previous 0.92%
Shares
2 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
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio