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 821,790 shares of AVDE stock, worth $61.3 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
821,790
Previous 390,207
110.6%
Holding current value
$61.3 Million
Previous $26.1 Million
133.16%
% of portfolio
2.69%
Previous 2.17%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
483Shares Held
82.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$353 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$290 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$190 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$189 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$175 Million5.71% of portfolio