Halbert Hargrove Global Advisors, LLC American Centy ETF Tr Avantis Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 127 shares of AVUV stock, worth $12,393. This represents 0.0% of its overall portfolio holdings.
Number of Shares
127
Previous 127
-0.0%
Holding current value
$12,393
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
959Shares 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