Gladstone Institutional Advisory LLC American Centy ETF Tr Avantis Transaction History
Gladstone Institutional Advisory LLC
- $2.5 Billion
- Q3 2025
A detailed history of Gladstone Institutional Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 46,070 shares of AVUV stock, worth $4.5 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
46,070
Previous 43,100
6.89%
Holding current value
$4.5 Million
Previous $3.76 Million
22.04%
% of portfolio
0.18%
Previous 0.18%
Shares
4 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