Regatta Capital Group, LLC American Centy ETF Tr Avantis Transaction History
Regatta Capital Group, LLC
- $595 Million
- Q3 2025
A detailed history of Regatta Capital Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Regatta Capital Group, LLC holds 216,573 shares of AVUV stock, worth $21.1 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
216,573
Previous 210,230
3.02%
Holding current value
$21.1 Million
Previous $19.2 Million
12.55%
% of portfolio
3.62%
Previous 3.48%
Shares
11 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