Morling Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
A detailed history of Morling Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 55,025 shares of AVUS stock, worth $6 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
55,025
Previous 55,031
0.01%
Holding current value
$6 Million
Previous $5.55 Million
7.8%
% of portfolio
2.36%
Previous 2.13%
Shares
12 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
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio