Diversify Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Diversify Advisory Services, LLC
- $2.98 Trillion
- Q3 2025
A detailed history of Diversify Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 2,398 shares of AVUV stock, worth $234,020. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,398
Previous 2,173
10.35%
Holding current value
$234,020
Previous $207 Million
13.13%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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