Great Valley Advisor Group, Inc. American Centy ETF Tr Avantis Transaction History
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 180,956 shares of AVUV stock, worth $17.7 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
180,956
Previous 178,109
1.6%
Holding current value
$17.7 Million
Previous $16.2 Million
11.0%
% of portfolio
0.4%
Previous 0.4%
Shares
14 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