Tarbox Family Office, Inc. American Centy ETF Tr Avantis Transaction History
Tarbox Family Office, Inc.
- $609 Million
- Q4 2025
A detailed history of Tarbox Family Office, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Tarbox Family Office, Inc. holds 218,999 shares of AVUV stock, worth $21.4 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
218,999
Previous 208,705
4.93%
Holding current value
$21.4 Million
Previous $20.8 Million
2.89%
% of portfolio
3.51%
Previous 3.08%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
962Shares 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