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 2,311,611 shares of AVUS stock, worth $252 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,311,611
Previous 2,230,883
3.62%
Holding current value
$252 Million
Previous $225 Million
11.72%
% of portfolio
0.08%
Previous 0.08%
Shares
19 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio