Optimum Investment Advisors American Centy ETF Tr Avantis Transaction History
Optimum Investment Advisors
- $244 Million
- Q3 2025
A detailed history of Optimum Investment Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Optimum Investment Advisors holds 99 shares of AVUV stock, worth $9,661. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 99
-0.0%
Holding current value
$9,661
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
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
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio