Lpl Financial LLC American Centy ETF Tr Avantis Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lpl Financial LLC holds 5,109,931 shares of AVUV stock, worth $499 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,109,931
Previous 4,883,120
4.64%
Holding current value
$499 Million
Previous $445 Million
14.33%
% of portfolio
0.16%
Previous 0.16%
Shares
19 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
-
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
-
Morgan Stanley New York, NY2.75MShares$268 Million0.02% of portfolio