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 138,948 shares of AVDV stock, worth $11.3 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
138,948
Previous 65,400
112.46%
Holding current value
$11.3 Million
Previous $4.61 Million
139.04%
% of portfolio
0.49%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
474Shares Held
90.6MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.18 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$876 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$505 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$294 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$210 Million1.87% of portfolio