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 $364,854. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,899
Previous 6,862
15.11%
Holding current value
$364,854
Previous $323 Million
12.69%
% of portfolio
0.23%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
60Shares Held
5.16MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64.2 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.2 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio