Journey Strategic Wealth LLC American Centy ETF Tr Avantis Transaction History
Journey Strategic Wealth LLC
- $3.03 Billion
- Q2 2025
A detailed history of Journey Strategic Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 14,560 shares of AVSE stock, worth $933,441. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,560
Previous 15,448
5.75%
Holding current value
$933,441
Previous $793,000
7.57%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AVSE
# of Institutions
56Shares Held
1.49MCall Options Held
0Put Options Held
0-
Maseco LLP London,412KShares$26.4 Million0.92% of portfolio
-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$14.3 Million0.33% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA137KShares$8.77 Million0.76% of portfolio
-
Ci Private Wealth, LLC Miami, FL121KShares$7.75 Million0.01% of portfolio
-
Riverwater Partners LLC82.5KShares$5.29 Million2.69% of portfolio