Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History
Morton Brown Family Wealth, LLC
- $348 Million
- Q3 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 211,947 shares of AVUV stock, worth $20.7 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
211,947
Previous 210,393
0.74%
Holding current value
$20.7 Million
Previous $19.2 Million
10.06%
% of portfolio
6.06%
Previous 5.84%
Shares
9 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