Sfg Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History
Sfg Wealth Management, Llc.
- $211 Million
- Q3 2025
A detailed history of Sfg Wealth Management, Llc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 144,394 shares of AVUV stock, worth $14.1 Million. This represents 6.8% of its overall portfolio holdings.
Number of Shares
144,394Holding current value
$14.1 Million% of portfolio
6.8%Shares
15 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