Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 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 6,862 shares of AVSF stock, worth $317,710. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,862
Previous 6,534
5.02%
Holding current value
$317,710
Previous $302 Million
7.21%
% of portfolio
0.21%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64.4 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22.1 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.2 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$15 Million0.02% of portfolio