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 4,204 shares of AVSE stock, worth $264,894. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,204
Previous 9 46611.11%
Holding current value
$264,894
Previous $211 Million 17.04%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$45.56 - $58.63 $191,124 - $245,952
4,195 Added 46611.11%
4,204 $246 Million
Q1 2025

May 09, 2025

SELL
$48.73 - $53.38 $203,057 - $222,434
-4,167 Reduced 99.78%
9 $211 Million
Q4 2024

Feb 10, 2025

BUY
$50.47 - $56.52 $210,762 - $236,027
4,176 New
4,176 $211 Million

Others Institutions Holding AVSE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSE
  • Sector ETFs
  • Industry ETFs
More about AVSE
Track This Portfolio

Track Curio Wealth, LLC Portfolio

Follow Curio Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.