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 29,561 shares of AVSF stock, worth $1.38 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
29,561
Previous 24,757
19.4%
Holding current value
$1.38 Million
Previous $1.14 Billion
20.96%
% of portfolio
1.08%
Previous 0.97%
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