J.W. Cole Advisors, Inc. American Centy ETF Tr Avantis Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 47,569 shares of AVUV stock, worth $4.64 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
47,569
Previous 45,766
3.94%
Holding current value
$4.64 Million
Previous $4.17 Million
13.55%
% of portfolio
0.09%
Previous 0.09%
Shares
7 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