Proactive Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 21,557 shares of AVUV stock, worth $2.1 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
21,557
Previous 21,066
2.33%
Holding current value
$2.1 Million
Previous $1.92 Million
11.78%
% of portfolio
1.0%
Previous 0.91%
Shares
5 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