Clearwater Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Clearwater Capital Advisors, LLC
- $977 Million
- Q1 2025
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 23,630 shares of AVSF stock, worth $1.11 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
23,630
Previous 32,669
27.67%
Holding current value
$1.11 Million
Previous $1.51 Million
26.74%
% of portfolio
0.11%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
66Shares Held
8.16MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.62MShares$123 Million12.8% of portfolio
-
Verus Financial Partners, Inc.1.46MShares$68.5 Million7.57% of portfolio
-
Simplicity Wealth,Llc618KShares$29 Million2.4% of portfolio
-
Envestnet Asset Management Inc408KShares$19.2 Million0.01% of portfolio
-
Creative Planning Overland Park, KS343KShares$16.1 Million0.02% of portfolio