Aprio Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
A detailed history of Aprio Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 30,573 shares of AVUV stock, worth $2.98 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
30,573
Previous 38,871
21.35%
Holding current value
$2.98 Million
Previous $3.54 Million
14.09%
% of portfolio
0.34%
Previous 0.44%
Shares
18 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