Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Liberty Wealth Management LLC
- $677 Million
- Q3 2025
A detailed history of Liberty Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,817 shares of AVUV stock, worth $372,501. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,817
Previous 3,799
0.47%
Holding current value
$372,501
Previous $346,000
9.54%
% of portfolio
0.06%
Previous 0.06%
Shares
18 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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