Bka Wealth Consulting, Inc. American Centy ETF Tr Avantis Transaction History
Bka Wealth Consulting, Inc.
- $107 Million
- Q3 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 7,192 shares of AVUV stock, worth $701,867. This represents 0.67% of its overall portfolio holdings.
Number of Shares
7,192
Previous 6,760
6.39%
Holding current value
$701,867
Previous $615,000
16.26%
% of portfolio
0.67%
Previous 0.62%
Shares
7 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