Cornerstone Advisory, LLC American Centy ETF Tr Avantis Transaction History
Cornerstone Advisory, LLC
- $914 Million
- Q3 2025
A detailed history of Cornerstone Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 12,922 shares of AVUV stock, worth $1.26 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,922
Previous 10,225
26.38%
Holding current value
$1.26 Million
Previous $931,000
38.13%
% of portfolio
0.14%
Previous 0.11%
Shares
6 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