Bka Wealth Consulting, Inc. American Centy ETF Tr Avantis Transaction History
Bka Wealth Consulting, Inc.
- $102 Million
- Q4 2025
A detailed history of Bka Wealth Consulting, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 8,103 shares of AVUV stock, worth $790,771. This represents 0.77% of its overall portfolio holdings.
Number of Shares
8,103
Previous 7,192
12.67%
Holding current value
$790,771
Previous $715,000
10.49%
% of portfolio
0.77%
Previous 0.67%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
989Shares Held
136MCall 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