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 617,528 shares of AVSF stock, worth $28.9 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
617,528Holding current value
$28.9 Million% of portfolio
2.4%Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
67Shares Held
8.53MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.62MShares$123 Million12.8% of portfolio
-
Verus Financial Partners, Inc.1.46MShares$68.3 Million7.57% of portfolio
-
Envestnet Asset Management Inc408KShares$19.1 Million0.01% of portfolio
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Creative Planning Overland Park, KS353KShares$16.5 Million0.02% of portfolio
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Pacific Life Fund Advisors LLC Newport Beach, CA262KShares$12.3 Million1.37% of portfolio