Clarion Wealth Managment Partners, LLC American Centy ETF Tr Avantis Transaction History
Clarion Wealth Managment Partners, LLC
- $101 Billion
- Q3 2025
A detailed history of Clarion Wealth Managment Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clarion Wealth Managment Partners, LLC holds 2,220 shares of AVUV stock, worth $216,649. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,220
Previous 2,562
13.35%
Holding current value
$216,649
Previous $233 Million
5.36%
% of portfolio
0.22%
Previous 0.26%
Shares
2 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