Allodium Investment Consultants, LLC American Centy ETF Tr Avantis Transaction History
Allodium Investment Consultants, LLC
- $135 Billion
- Q1 2025
A detailed history of Allodium Investment Consultants, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allodium Investment Consultants, LLC holds 30,415 shares of AVSF stock, worth $1.42 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
30,415
Previous 24,056
26.43%
Holding current value
$1.42 Million
Previous $1.11 Billion
28.08%
% of portfolio
1.05%
Previous 0.93%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
67Shares Held
8.53MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.62MShares$123 Million12.8% of portfolio
-
Verus Financial Partners, Inc.1.46MShares$68.3 Million7.57% of portfolio
-
Simplicity Wealth,Llc618KShares$28.9 Million2.4% of portfolio
-
Envestnet Asset Management Inc408KShares$19.1 Million0.01% of portfolio
-
Creative Planning Overland Park, KS353KShares$16.5 Million0.02% of portfolio