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 $61.4 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
1,299,366
Previous 617,528
110.41%
Holding current value
$61.4 Million
Previous $28.9 Million
111.82%
% of portfolio
2.71%
Previous 2.4%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
67Shares Held
10.9MCall 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.1.5MShares$71 Million7.31% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA504KShares$23.8 Million2.54% of portfolio
-
Envestnet Asset Management Inc434KShares$20.5 Million0.01% of portfolio