Kaufman Rossin Wealth, LLC American Centy ETF Tr Avantis Transaction History
Kaufman Rossin Wealth, LLC
- $183 Billion
- Q3 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 13,717 shares of AVUV stock, worth $1.34 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
13,717
Previous 14,748
6.99%
Holding current value
$1.34 Million
Previous $1.34 Billion
1.62%
% of portfolio
0.75%
Previous 0.85%
Shares
4 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