Magnolia Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Magnolia Private Wealth, LLC
- $136 Billion
- Q3 2025
A detailed history of Magnolia Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 3,708 shares of AVUV stock, worth $361,863. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,708
Previous 4,048
8.4%
Holding current value
$361,863
Previous $369 Million
0.08%
% of portfolio
0.27%
Previous 0.29%
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