Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $128 Billion
- Q1 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 50,772 shares of AVRE stock, worth $2.24 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
50,772
Previous 48,724
4.2%
Holding current value
$2.24 Million
Previous $2.04 Billion
6.91%
% of portfolio
1.7%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding AVRE
# of Institutions
142Shares Held
11.8MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.2MShares$53 Million0.76% of portfolio
-
Ccm Investment Group, LLC Northfield, MN1.2MShares$53 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO769KShares$34 Million4.54% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA366KShares$16.2 Million3.76% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.331KShares$14.6 Million4.84% of portfolio