Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
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 7,899 shares of AVSF stock, worth $365,960. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,899
Previous 6,862
15.11%
Holding current value
$365,960
Previous $323 Million
12.69%
% of portfolio
0.23%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
64Shares Held
7.19MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$122 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.2 Million7.36% of portfolio
-
Envestnet Asset Management Inc371KShares$17.2 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