Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
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 390,207 shares of AVDE stock, worth $26.9 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
390,207Holding current value
$26.9 Million% of portfolio
2.17%Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
454Shares Held
77.3MCall Options Held
800Put Options Held
1.6K-
Wealth Enhancement Advisory Services, LLC4.73MShares$326 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$268 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$261 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$196 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$174 Million0.23% of portfolio