Evolution Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 73 shares of AVUV stock, worth $7,124. This represents 0.01% of its overall portfolio holdings.
Number of Shares
73
Previous 659
88.92%
Holding current value
$7,124
Previous $60 Million
87.9%
% of portfolio
0.01%
Previous 0.07%
Shares
2 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