Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $134 Billion
- Q3 2025
A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 119,606 shares of AVDE stock, worth $9.6 Million. This represents 7.05% of its overall portfolio holdings.
Number of Shares
119,606
Previous 117,811
1.52%
Holding current value
$9.6 Million
Previous $8.72 Billion
8.23%
% of portfolio
7.05%
Previous 7.12%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio