Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History
Wespac Advisors So Cal, LLC
- $453 Million
- Q3 2025
A detailed history of Wespac Advisors So Cal, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 117,124 shares of AVUV stock, worth $11.4 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
117,124
Previous 65,453
78.94%
Holding current value
$11.4 Million
Previous $5.96 Million
95.52%
% of portfolio
2.57%
Previous 1.41%
Shares
12 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