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 $24,933. This represents 5.9% of its overall portfolio holdings.
Number of Shares
334
Previous 183,192
99.82%
Holding current value
$24,933
Previous $11.2 Billion
0.74%
% of portfolio
5.9%
Previous 6.05%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
483Shares Held
82.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$353 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$290 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$190 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$189 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$175 Million5.71% of portfolio