Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ae Wealth Management LLC holds 20,450 shares of AVRE stock, worth $908,593. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,450
Previous 10,614
92.67%
Holding current value
$908,593
Previous $456,000
98.03%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
148Shares Held
12.6MCall Options Held
0Put Options Held
0-
Ccm Investment Group, LLC Northfield, MN1.2MShares$53.4 Million5.44% of portfolio
-
Empowered Funds, LLC1.12MShares$50 Million0.59% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO737KShares$32.7 Million4.24% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA385KShares$17.1 Million3.27% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.358KShares$15.9 Million4.31% of portfolio