Creative One Wealth, LLC American Centy ETF Tr Avantis Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Creative One Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative One Wealth, LLC holds 31,181 shares of AVUV stock, worth $3.04 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
31,181
Previous 32,647
4.49%
Holding current value
$3.04 Million
Previous $2.97 Million
4.34%
% of portfolio
0.09%
Previous 0.09%
Shares
17 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