Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

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 3,602 shares of AVSF stock, worth $166,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,602

Holding current value

$166,880

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$46.02 - $47.0 $165,764 - $169,294	3,602 New	3,602 $166,000

Others Institutions Holding AVSF

# of Institutions

Shares Held

7.19M

Call Options Held

Put Options Held

Prairie View Partners, LLC

2.63M
Shares

$122 Million
12.66% of portfolio
Verus Financial Partners, Inc.

1.43M
Shares

$66.2 Million
7.36% of portfolio
Envestnet Asset Management Inc

371K
Shares

$17.2 Million
0.01% of portfolio
Creative Planning Overland Park, KS

343K
Shares

$15.9 Million
0.02% of portfolio
Pacific Life Fund Advisors LLC Newport Beach, CA

288K
Shares

$13.4 Million
1.38% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSF
Sector ETFs
Industry ETFs

More about AVSF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History