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 220,274 shares of AVEM stock, worth $16.9 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
220,274
Previous 411,510
46.47%
Holding current value
$16.9 Million
Previous $28.2 Million
41.34%
% of portfolio
1.04%
Previous 1.25%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
698Shares Held
160MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.41 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.34 Billion0.09% of portfolio
-
Envestnet Asset Management Inc10.5MShares$801 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$682 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$346 Million0.02% of portfolio