Big Sur Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Big Sur Wealth Management LLC
- $378 Million
- Q3 2025
A detailed history of Big Sur Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 16,067 shares of AVUV stock, worth $1.57 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
16,067
Previous 25,863
37.88%
Holding current value
$1.57 Million
Previous $2.36 Million
32.13%
% of portfolio
0.42%
Previous 0.62%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
958Shares 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