Private Trust CO Na American Centy ETF Tr Avantis Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 2025
A detailed history of Private Trust CO Na transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Trust CO Na holds 5,056 shares of AVUV stock, worth $493,415. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,056
Previous 4,416
14.49%
Holding current value
$493,415
Previous $402,000
25.12%
% of portfolio
0.05%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares 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