Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 30,873 shares of AVSF stock, worth $1.45 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
30,873
Previous 7,899
290.85%
Holding current value
$1.45 Million
Previous $364 Million
295.91%
% of portfolio
0.87%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding AVSF
# of Institutions
66Shares Held
8.09MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$123 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.46MShares$68.5 Million7.57% of portfolio
-
Simplicity Wealth,Llc618KShares$29 Million2.4% of portfolio
-
Envestnet Asset Management Inc408KShares$19.2 Million0.01% of portfolio
-
Creative Planning Overland Park, KS343KShares$16.1 Million0.02% of portfolio