Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History
Symphony Financial, Ltd. Co.
- $816 Million
- Q3 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 201,123 shares of AVUV stock, worth $19.6 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
201,123
Previous 191,164
5.21%
Holding current value
$19.6 Million
Previous $17.4 Million
14.94%
% of portfolio
2.45%
Previous 1.52%
Shares
14 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