Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 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 28,540 shares of AVSF stock, worth $1.32 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
28,540
Previous 6,809
319.15%
Holding current value
$1.32 Million
Previous $310 Million
326.07%
% of portfolio
0.94%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
52Shares Held
3.71MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.33MShares$61.2 Million7.21% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA323KShares$14.9 Million1.47% of portfolio
-
Creative Planning Overland Park, KS304KShares$14 Million0.02% of portfolio
-
Envestnet Asset Management Inc289KShares$13.3 Million0.01% of portfolio
-
Mattern Wealth Management LLC148KShares$6.85 Million1.72% of portfolio