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 68,948 shares of AVDV stock, worth $6.22 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
68,948
Previous 138,948
50.38%
Holding current value
$6.22 Million
Previous $11 Million
44.28%
% of portfolio
0.39%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
536Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio