Cornerstone Capital, Inc. American Centy ETF Tr Avantis Transaction History
Cornerstone Capital, Inc.
- $1.02 Billion
- Q3 2025
A detailed history of Cornerstone Capital, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Capital, Inc. holds 2,804 shares of AVUV stock, worth $273,642. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,804
Previous 2,804
-0.0%
Holding current value
$273,642
Previous $255,000
9.41%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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