Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $332 Million
- Q2 2025
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 337,781 shares of AVRE stock, worth $14.9 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
337,781
Previous 330,827
2.1%
Holding current value
$14.9 Million
Previous $14.2 Million
4.84%
% of portfolio
4.5%
Previous 4.84%
Shares
12 transactions
Others Institutions Holding AVRE
# of Institutions
142Shares Held
12.3MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.2MShares$52.9 Million0.76% of portfolio
-
Ccm Investment Group, LLC Northfield, MN1.2MShares$52.9 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO769KShares$33.9 Million4.54% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA363KShares$16 Million3.44% of portfolio
-
American Century Companies Inc Kansas City, MO324KShares$14.3 Million0.01% of portfolio