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 2,191,612 shares of AVIG stock, worth $92.5 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
2,191,612
Previous 1,031,606
112.45%
Holding current value
$92.5 Million
Previous $42.6 Million
114.09%
% of portfolio
4.04%
Previous 3.55%
Shares
5 transactions
Others Institutions Holding AVIG
# of Institutions
137Shares Held
24.2MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC4.19MShares$177 Million1.48% of portfolio
-
Verus Financial Partners, Inc.1.35MShares$57.2 Million5.83% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.21MShares$51.1 Million6.56% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.13MShares$47.7 Million5.04% of portfolio
-
Envestnet Asset Management Inc1.09MShares$46 Million0.01% of portfolio