Beacon Financial Group American Centy ETF Tr Avantis Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beacon Financial Group holds 16,720 shares of AVUV stock, worth $1.63 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,720
Previous 24,328
31.27%
Holding current value
$1.63 Million
Previous $2.22 Million
24.91%
% of portfolio
0.18%
Previous 0.25%
Shares
8 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