Clearwater Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Clearwater Capital Advisors, LLC
- $973 Million
- Q3 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 28,971 shares of AVSF stock, worth $1.34 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
28,971
Previous 26,069
11.13%
Holding current value
$1.34 Million
Previous $1.2 Million
13.47%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding AVSF
# of Institutions
59Shares Held
5.1MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64.2 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.2 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio