National Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
A detailed history of National Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,523 shares of AVUV stock, worth $538,989. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,523Holding current value
$538,989% of portfolio
0.21%Shares
1 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
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Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
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Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio