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 635,150 shares of AVSF stock, worth $30 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
635,150
Previous 1,299,366
51.12%
Holding current value
$30 Million
Previous $61.1 Million
50.93%
% of portfolio
1.89%
Previous 2.71%
Shares
6 transactions
Others Institutions Holding AVSF
# of Institutions
67Shares Held
10.3MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$126 Million12.11% of portfolio
-
Maseco LLP London,1.57MShares$74 Million2.8% of portfolio
-
Verus Financial Partners, Inc.1.55MShares$73.2 Million7.11% of portfolio
-
Envestnet Asset Management Inc434KShares$20.5 Million0.01% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA431KShares$20.4 Million2.09% of portfolio