Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 2025
A detailed history of Diversified Portfolios, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 49,817 shares of AVUV stock, worth $4.02 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
49,817
Previous 47,893
4.02%
Holding current value
$4.02 Million
Previous $4.62 Million
6.08%
% of portfolio
0.56%
Previous 0.55%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$645 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$335 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$284 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$280 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$218 Million15.25% of portfolio