New England Capital Financial Advisors LLC American Centy ETF Tr Avantis Transaction History
New England Capital Financial Advisors LLC
- $235 Billion
- Q3 2025
A detailed history of New England Capital Financial Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 216,977 shares of AVUV stock, worth $21.2 Million. This represents 9.18% of its overall portfolio holdings.
Number of Shares
216,977
Previous 213,402
1.68%
Holding current value
$21.2 Million
Previous $19.4 Billion
11.08%
% of portfolio
9.18%
Previous 8.9%
Shares
6 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