Concord Asset Management, Llc/Va American Centy ETF Tr Avantis Transaction History
Concord Asset Management, Llc/Va
- $551 Billion
- Q3 2025
A detailed history of Concord Asset Management, Llc/Va transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 83,055 shares of AVUV stock, worth $8.11 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
83,055
Previous 81,569
1.82%
Holding current value
$8.11 Million
Previous $7.43 Billion
11.24%
% of portfolio
1.5%
Previous 1.12%
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