Evanson Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Evanson Asset Management, LLC
- $1.33 Billion
- Q1 2025
A detailed history of Evanson Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Evanson Asset Management, LLC holds 4,004 shares of AVSD stock, worth $267,307. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,004
Previous 4,004
-0.0%
Holding current value
$267,307
Previous $222,000
8.11%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AVSD
# of Institutions
62Shares Held
1.42MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$13.4 Million1.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$12.6 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$5.93 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.56 Million0.17% of portfolio