Tru Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Tru Wealth Advisors, LLC
- $1.79 Billion
- Q4 2025
A detailed history of Tru Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 334,624 shares of AVUV stock, worth $32.7 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
334,624
Previous 605,662
44.75%
Holding current value
$32.7 Million
Previous $60.3 Million
45.83%
% of portfolio
1.82%
Previous 3.35%
Shares
19 transactions
Others Institutions Holding AVUV
# of Institutions
959Shares 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