Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
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 64,208 shares of AVDV stock, worth $4.45 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
64,208
Previous 6,845
838.03%
Holding current value
$4.45 Million
Previous $444,000
921.85%
% of portfolio
0.44%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
349Shares Held
75.5MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.17 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$554 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$440 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$179 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$163 Million9.46% of portfolio