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 97,275 shares of AVRE stock, worth $4.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
97,275
Holding current value
$4.3 Million
% of portfolio
0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$40.62 - $44.31 $3.95 Million - $4.31 Million
97,275 New
97,275 $4.16 Million
Q3 2024

Oct 09, 2024
BUY
$40.95 - $48.28 $2.57 Million - $3.03 Million
62,804 Added 827.68%
70,392 $3.32 Million
Q2 2024

Jul 10, 2024
BUY
$38.89 - $42.05 $295,097 - $319,075
7,588 New
7,588 $312,000

Others Institutions Holding AVRE

# of Institutions
142
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email