Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Simplicity Wealth,Llc holds 33,608 shares of AVDE stock, worth $2.19 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
33,608
Previous 3,166
961.53%
Holding current value
$2.19 Million
Previous $201,000
940.8%
% of portfolio
0.05%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$310 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$291 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$284 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$154 Million0.23% of portfolio