Clearstead Trust, LLC American Centy ETF Tr Avantis Transaction History
Clearstead Trust, LLC
- $526 Million
- Q3 2025
A detailed history of Clearstead Trust, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clearstead Trust, LLC holds 3,547 shares of AVUV stock, worth $346,151. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,547
Previous 4,256
16.66%
Holding current value
$346,151
Previous $387,000
8.79%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares 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