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 $28.7 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
617,528Holding current value
$28.7 Million% of portfolio
2.4%Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
65Shares Held
7.88MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$122 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.5 Million7.36% of portfolio
-
Envestnet Asset Management Inc371KShares$17.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS343KShares$15.9 Million0.02% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA288KShares$13.4 Million1.38% of portfolio