Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 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 125,535 shares of AVUV stock, worth $12.3 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
125,535
Previous 250,474
49.88%
Holding current value
$12.3 Million
Previous $22.8 Million
45.24%
% of portfolio
0.79%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
945Shares Held
129MCall Options Held
31.1KPut Options Held
16.5K-
Creative Planning Overland Park, KS14.6MShares$1.43 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$478 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$270 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$268 Million0.02% of portfolio