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 2,115 shares of AVSU stock, worth $143,735. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,115

Holding current value

$143,735

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$64.29 - $69.59 $135,973 - $147,182	2,115 New	2,115 $140 Million

Others Institutions Holding AVSU

# of Institutions

Shares Held

2.18M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

389K
Shares

$26.4 Million
17.65% of portfolio
Merriman Wealth Management, LLC

319K
Shares

$21.7 Million
0.92% of portfolio
Ci Private Wealth, LLC Miami, FL

163K
Shares

$11.1 Million
0.02% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

156K
Shares

$10.6 Million
4.58% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

141K
Shares

$9.56 Million
0.17% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
Sector ETFs
Industry ETFs

More about AVSU

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