Modera Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modera Wealth Management, LLC holds 12,101 shares of AVUV stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,101
Previous 12,534
3.45%
Holding current value
$1.18 Million
Previous $1.14 Million
5.52%
% of portfolio
0.01%
Previous 0.01%
Shares
14 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