Regatta Capital Group, LLC American Centy ETF Tr Avantis Transaction History
Regatta Capital Group, LLC
- $608 Million
- Q4 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 228,720 shares of AVUV stock, worth $22.3 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
228,720
Previous 216,573
5.61%
Holding current value
$22.3 Million
Previous $21.6 Million
3.55%
% of portfolio
3.67%
Previous 3.62%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
975Shares Held
136MCall 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