Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History
Curio Wealth, LLC
- $192 Billion
- Q1 2025
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 334 shares of AVDE stock, worth $23,029. This represents 5.9% of its overall portfolio holdings.
Number of Shares
334
Previous 183,192
99.82%
Holding current value
$23,029
Previous $11.2 Billion
0.74%
% of portfolio
5.9%
Previous 6.05%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
457Shares Held
80.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$326 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$268 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$261 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$196 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$174 Million0.23% of portfolio