Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $118 Billion
- Q3 2025
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 133,776 shares of AVUV stock, worth $13.1 Million. This represents 11.24% of its overall portfolio holdings.
Number of Shares
133,776
Previous 131,269
1.91%
Holding current value
$13.1 Million
Previous $12 Billion
11.34%
% of portfolio
11.24%
Previous 10.78%
Shares
4 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