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 1,359,030 shares of AVUS stock, worth $140 Million. This represents 6.07% of its overall portfolio holdings.
Number of Shares
1,359,030
Previous 641,396
111.89%
Holding current value
$140 Million
Previous $58.9 Million
132.73%
% of portfolio
6.07%
Previous 4.9%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
491Shares Held
76.4MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$384 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$356 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$312 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$266 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$232 Million9.89% of portfolio