Wealth Shield Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Shield Partners, LLC
- $839 Million
- Q3 2025
A detailed history of Wealth Shield Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 31 shares of AVUV stock, worth $3,025. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 31
-0.0%
Holding current value
$3,025
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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