Baker Tilly Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Baker Tilly Wealth Management, LLC
- $377 Million
- Q4 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 20,793 shares of AVUV stock, worth $2.03 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
20,793
Previous 38,096
45.42%
Holding current value
$2.03 Million
Previous $3.79 Million
46.48%
% of portfolio
0.54%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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