Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 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 1,299,366 shares of AVSF stock, worth $60.9 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
1,299,366
Previous 617,528
110.41%
Holding current value
$60.9 Million
Previous $28.9 Million
111.82%
% of portfolio
2.71%
Previous 2.4%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
69Shares Held
10.9MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Maseco LLP London,1.57MShares$73.5 Million2.8% of portfolio
-
Verus Financial Partners, Inc.1.5MShares$70.5 Million7.31% of portfolio
-
Envestnet Asset Management Inc408KShares$19.1 Million0.01% of portfolio
-
Creative Planning Overland Park, KS353KShares$16.5 Million0.02% of portfolio