Safe Harbor Fiduciary, LLC American Centy ETF Tr Avantis Transaction History
Safe Harbor Fiduciary, LLC
- $107 Billion
- Q2 2025
A detailed history of Safe Harbor Fiduciary, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 1,495 shares of AVUV stock, worth $145,897. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,495
Previous 28,427
94.74%
Holding current value
$145,897
Previous $2.48 Billion
94.5%
% of portfolio
0.13%
Previous 2.56%
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