Truepoint, Inc. American Centy ETF Tr Avantis Transaction History
Truepoint, Inc.
- $3.66 Billion
- Q4 2024
A detailed history of Truepoint, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Truepoint, Inc. holds 2,281,447 shares of AVUV stock, worth $213 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
2,281,447
Previous 2,246,883
1.54%
Holding current value
$213 Million
Previous $216 Million
2.15%
% of portfolio
6.02%
Previous 5.9%
Shares
20 transactions
Others Institutions Holding AVUV
# of Institutions
829Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$745 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$328 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$323 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$251 Million15.25% of portfolio