Delap Wealth Advisory, LLC American Centy ETF Tr Avantis Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 24,871 shares of AVUV stock, worth $2.43 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
24,871
Previous 24,979
0.43%
Holding current value
$2.43 Million
Previous $2.28 Billion
9.21%
% of portfolio
1.05%
Previous 1.09%
Shares
12 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