Gen Financial Management, Inc. American Centy ETF Tr Avantis Transaction History
Gen Financial Management, Inc.
- $159 Billion
- Q4 2025
A detailed history of Gen Financial Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gen Financial Management, Inc. holds 4,188 shares of AVUV stock, worth $408,706. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,188
Previous 5,419
22.72%
Holding current value
$408,706
Previous $539 Million
20.81%
% of portfolio
0.27%
Previous 0.47%
Shares
4 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