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 70,392 shares of AVRE stock, worth $3 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
70,392
Previous 7,588
827.68%
Holding current value
$3 Million
Previous $312,000
963.46%
% of portfolio
0.32%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVRE
# of Institutions
119Shares Held
10.5MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$50.7 Million0.76% of portfolio
-
Life Planning Partners, Inc1.13MShares$48.1 Million0.35% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$31.2 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.6 Million3.15% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$13.7 Million4.63% of portfolio