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 476,671 shares of AVSF stock, worth $22.2 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
476,671
Previous 55,073
765.53%
Holding current value
$22.2 Million
Previous $2.54 Million
783.75%
% of portfolio
2.17%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding AVSF
# of Institutions
54Shares Held
4.88MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.36MShares$63.4 Million7.34% of portfolio
-
Prairie View Partners, LLC415KShares$19.3 Million2.03% of portfolio
-
Creative Planning Overland Park, KS323KShares$15 Million0.02% of portfolio
-
Envestnet Asset Management Inc318KShares$14.8 Million0.01% of portfolio
-
Mattern Wealth Management LLC177KShares$8.23 Million1.96% of portfolio