Ullmann Wealth Partners Group, LLC American Centy ETF Tr Avantis Transaction History
Ullmann Wealth Partners Group, LLC
- $905 Million
- Q3 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 72,282 shares of AVUV stock, worth $7.05 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
72,282
Previous 50,013
44.53%
Holding current value
$7.05 Million
Previous $4.56 Million
57.9%
% of portfolio
0.79%
Previous 0.54%
Shares
3 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