Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 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 411,510 shares of AVEM stock, worth $28.9 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
411,510
Previous 189,991
116.59%
Holding current value
$28.9 Million
Previous $11.5 Million
145.96%
% of portfolio
1.25%
Previous 0.95%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
603Shares Held
130MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.25 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$1.05 Billion0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$624 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$293 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$168 Million0.12% of portfolio