Heck Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History

Heck Capital Advisors, LLC

$1.47 Trillion
Q4 2024

A detailed history of Heck Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 1,087 shares of AVRE stock, worth $46,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,087

Holding current value

$46,154

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$41.03 - $46.91 $44,599 - $50,991	1,087 New	1,087 $45.6 Million

Others Institutions Holding AVRE

# of Institutions

119

Shares Held

10.5M

Call Options Held

Put Options Held

Empowered Funds, LLC

1.19M
Shares

$50.4 Million
0.76% of portfolio
Life Planning Partners, Inc

1.13M
Shares

$47.9 Million
0.35% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

731K
Shares

$31 Million
4.16% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

365K
Shares

$15.5 Million
3.15% of portfolio
Shanker Valleau Wealth Advisors, Inc.

322K
Shares

$13.7 Million
4.63% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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Heck Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History