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 10,367 shares of AVSD stock, worth $719,884. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,367
Previous 11,226
7.65%
Holding current value
$719,884
Previous $673,000
4.01%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding AVSD
# of Institutions
68Shares Held
2.11MCall Options Held
0Put Options Held
0-
Maseco LLP London,660KShares$45.8 Million1.69% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA216KShares$15 Million1.38% of portfolio
-
Clarity Asset Management, Inc. Ames, IA208KShares$14.4 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL142KShares$9.83 Million0.01% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.75 Million0.17% of portfolio