Kestra Private Wealth Services, LLC American Centy ETF Tr Avantis Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 272,890 shares of AVUV stock, worth $26.6 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
272,890
Previous 270,863
0.75%
Holding current value
$26.6 Million
Previous $24.7 Million
10.07%
% of portfolio
0.38%
Previous 0.38%
Shares
12 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