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 207,576 shares of AVRE stock, worth $9.22 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
207,576
Previous 97,275
113.39%
Holding current value
$9.22 Million
Previous $4.16 Million
120.5%
% of portfolio
0.41%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding AVRE
# of Institutions
147Shares Held
12.4MCall Options Held
0Put Options Held
0-
Ccm Investment Group, LLC Northfield, MN1.2MShares$53.4 Million5.44% of portfolio
-
Empowered Funds, LLC1.12MShares$50 Million0.59% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO737KShares$32.7 Million4.24% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA385KShares$17.1 Million3.27% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.358KShares$15.9 Million4.31% of portfolio