Avaii Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 2025
A detailed history of Avaii Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 82,448 shares of AVUV stock, worth $6.63 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
82,448
Previous 78,190
5.45%
Holding current value
$6.63 Million
Previous $7.55 Million
4.78%
% of portfolio
4.2%
Previous 4.15%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio