Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 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 220,274 shares of AVEM stock, worth $17.1 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
220,274
Previous 411,510
46.47%
Holding current value
$17.1 Million
Previous $28.2 Million
41.34%
% of portfolio
1.04%
Previous 1.25%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
724Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio