Grant Private Wealth Management Inc American Centy ETF Tr Avantis Transaction History
Grant Private Wealth Management Inc
- $166 Billion
- Q4 2025
A detailed history of Grant Private Wealth Management Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 2,272 shares of AVUV stock, worth $221,724. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,272
Previous 2,863
20.64%
Holding current value
$221,724
Previous $285 Million
18.69%
% of portfolio
0.14%
Previous 0.18%
Shares
2 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