Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 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 97,275 shares of AVRE stock, worth $4.14 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
97,275Holding current value
$4.14 Million% of portfolio
0.35%Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
131Shares Held
10.2MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$50.6 Million0.76% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO764KShares$32.5 Million4.29% of portfolio
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Quantum Financial Advisors, LLC Manhattan Beach, CA366KShares$15.6 Million3.76% of portfolio
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Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.6 Million0.89% of portfolio
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Shanker Valleau Wealth Advisors, Inc.331KShares$14.1 Million4.84% of portfolio