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 258 shares of AVDV stock, worth $18,710. This represents 1.35% of its overall portfolio holdings.
Number of Shares
258
Previous 38,684
99.33%
Holding current value
$18,710
Previous $2.52 Billion
2.99%
% of portfolio
1.35%
Previous 1.35%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
459Shares Held
90.7MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.05 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$779 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$449 Million0.14% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$261 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$187 Million1.87% of portfolio