Andrews, Lucia Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Andrews, Lucia Wealth Management LLC
- $163 Million
- Q4 2025
A detailed history of Andrews, Lucia Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 2,970 shares of AVUV stock, worth $289,842. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,970
Previous 2,795
6.26%
Holding current value
$289,842
Previous $278,000
3.96%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
973Shares 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