Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curio Wealth, LLC holds 183,192 shares of AVDE stock, worth $12.2 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares

183,192

Holding current value

$12.2 Million

% of portfolio

6.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$60.9 - $66.69 $11.2 Million - $12.2 Million	183,192 New	183,192 $11.2 Billion

Others Institutions Holding AVDE

# of Institutions

435

Shares Held

81.3M

Call Options Held

800

Put Options Held

1.6K

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$409 Million
1.17% of portfolio
Wealth Enhancement Advisory Services, LLC

4.89M
Shares

$327 Million
0.61% of portfolio
Annex Advisory Services, LLC

3.79M
Shares

$253 Million
8.8% of portfolio
Ci Private Wealth, LLC Miami, FL

3.38M
Shares

$226 Million
0.32% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.84M
Shares

$190 Million
19.21% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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