Broadway Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Broadway Wealth Solutions, Inc.
- $187 Billion
- Q4 2025
A detailed history of Broadway Wealth Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Broadway Wealth Solutions, Inc. holds 30,085 shares of AVUV stock, worth $2.94 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
30,085
Previous 20,510
46.68%
Holding current value
$2.94 Million
Previous $2.04 Billion
50.29%
% of portfolio
1.64%
Previous 1.14%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
984Shares 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