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 198,727 shares of AVSC stock, worth $9.22 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
198,727Holding current value
$9.22 Million% of portfolio
0.8%Shares
3 transactions
Others Institutions Holding AVSC
# of Institutions
153Shares Held
35.4MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO11.5MShares$533 Million1.54% of portfolio
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Envestnet Asset Management Inc11.5MShares$532 Million0.19% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA3.42MShares$159 Million9.99% of portfolio
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Northwestern Mutual Wealth Management CO841KShares$39 Million0.04% of portfolio
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Atlantic Union Bankshares Corp566KShares$26.3 Million1.91% of portfolio