Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $575 Million
- Q2 2025
A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 31,325 shares of AVSD stock, worth $2.16 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
31,325
Previous 32,046
2.25%
Holding current value
$2.16 Million
Previous $1.92 Million
10.09%
% of portfolio
0.37%
Previous 0.38%
Shares
11 transactions
Others Institutions Holding AVSD
# of Institutions
68Shares Held
2.16MCall Options Held
0Put Options Held
0-
Maseco LLP London,660KShares$45.5 Million1.69% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA216KShares$14.9 Million1.38% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$13 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$6.13 Million0.0% of portfolio