Daymark Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q4 2025
A detailed history of Daymark Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 81,643 shares of AVUV stock, worth $7.97 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
81,643
Previous 74,935
8.95%
Holding current value
$7.97 Million
Previous $7.46 Million
6.82%
% of portfolio
0.27%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
975Shares Held
136MCall 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