Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 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 10,174 shares of AVSF stock, worth $478,076. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,174
Previous 30,873
67.05%
Holding current value
$478,076
Previous $1.44 Billion
66.84%
% of portfolio
0.25%
Previous 0.87%
Shares
7 transactions
Others Institutions Holding AVSF
# of Institutions
69Shares Held
10.9MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Maseco LLP London,1.57MShares$73.6 Million2.8% of portfolio
-
Verus Financial Partners, Inc.1.5MShares$70.6 Million7.31% of portfolio
-
Simplicity Wealth,Llc1.3MShares$61.1 Million2.71% of portfolio
-
Envestnet Asset Management Inc434KShares$20.4 Million0.01% of portfolio