Schubert & CO American Centy ETF Tr Avantis Transaction History
Schubert & CO
- $122 Million
- Q3 2025
A detailed history of Schubert & CO transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Schubert & CO holds 5,457 shares of AVUV stock, worth $532,548. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,457
Previous 3,681
48.25%
Holding current value
$532,548
Previous $335,000
62.09%
% of portfolio
0.45%
Previous 0.29%
Shares
2 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