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 $64.5 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
821,790
Previous 390,207
110.6%
Holding current value
$64.5 Million
Previous $26.1 Million
133.16%
% of portfolio
2.69%
Previous 2.17%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
526Shares Held
89.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$371 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$318 Million0.39% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$265 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$200 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$186 Million0.23% of portfolio