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 4,176 shares of AVSE stock, worth $213,978. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,176

Holding current value

$213,978

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

Shares Held

682K

Call Options Held

Put Options Held

Ci Private Wealth, LLC Miami, FL

150K
Shares

$7.7 Million
0.01% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

96K
Shares

$4.92 Million
0.59% of portfolio
High Tower Advisors, LLC Chicago, IL

75.3K
Shares

$3.86 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

44.9K
Shares

$2.3 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

43.9K
Shares

$2.25 Million
0.0% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
Sector ETFs
Industry ETFs

More about AVSE

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