Fortune Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Fortune Financial Advisors, LLC
- $133 Billion
- Q3 2025
A detailed history of Fortune Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 6,874 shares of AVUV stock, worth $670,833. This represents 0.51% of its overall portfolio holdings.
Number of Shares
6,874
Previous 5,365
28.13%
Holding current value
$670,833
Previous $489 Million
39.97%
% of portfolio
0.51%
Previous 0.39%
Shares
5 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