Accredited Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 39,462 shares of AVES stock, worth $2.32 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
39,462
Previous 8,585
359.66%
Holding current value
$2.32 Million
Previous $460 Million
17.0%
% of portfolio
0.4%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
148Shares Held
10.2MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO1.59MShares$93.3 Million0.05% of portfolio
-
Merriman Wealth Management, LLC798KShares$47 Million1.6% of portfolio
-
Ccm Investment Group, LLC Northfield, MN796KShares$46.9 Million3.99% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO416KShares$24.5 Million0.29% of portfolio
-
Armbruster Capital Management, Inc.346KShares$20.4 Million3.4% of portfolio