Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 6,534 shares of AVSF stock, worth $308,274. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,534
Previous 28,540
77.11%
Holding current value
$308,274
Previous $1.32 Billion
77.16%
% of portfolio
0.21%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding AVSF
# of Institutions
57Shares Held
3.97MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.36MShares$64.4 Million7.34% of portfolio
-
Envestnet Asset Management Inc318KShares$15 Million0.01% of portfolio
-
Creative Planning Overland Park, KS315KShares$14.9 Million0.02% of portfolio
-
Wr Wealth Planners, LLC Columbia, MO167KShares$7.87 Million2.42% of portfolio
-
Mattern Wealth Management LLC157KShares$7.41 Million1.8% of portfolio