Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $512 Million
- Q1 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 32,046 shares of AVSD stock, worth $2.14 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
32,046
Previous 32,270
0.69%
Holding current value
$2.14 Million
Previous $1.8 Million
7.02%
% of portfolio
0.38%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding AVSD
# of Institutions
62Shares Held
1.42MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$13.4 Million1.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$12.6 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$5.93 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.56 Million0.17% of portfolio