Wetherby Asset Management Inc American Centy ETF Tr Avantis Transaction History
Wetherby Asset Management Inc
- $2.38 Billion
- Q3 2025
A detailed history of Wetherby Asset Management Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wetherby Asset Management Inc holds 27,933 shares of AVUV stock, worth $2.73 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
27,933
Previous 27,846
0.31%
Holding current value
$2.73 Million
Previous $2.54 Million
9.62%
% of portfolio
0.12%
Previous 0.12%
Shares
8 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