Goldstone Financial Group, LLC American Centy ETF Tr Avantis Transaction History
Goldstone Financial Group, LLC
- $845 Billion
- Q3 2025
A detailed history of Goldstone Financial Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 27,184 shares of AVUV stock, worth $2.65 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
27,184
Previous 26,804
1.42%
Holding current value
$2.65 Million
Previous $2.55 Billion
6.24%
% of portfolio
0.32%
Previous 0.34%
Shares
11 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