Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
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 32,270 shares of AVSD stock, worth $1.94 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
32,270
Previous 27,748
16.3%
Holding current value
$1.94 Million
Previous $1.68 Million
6.9%
% of portfolio
0.35%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding AVSD
# of Institutions
54Shares Held
1.42MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA276KShares$16.6 Million10.02% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$12.1 Million1.19% of portfolio
-
Ci Private Wealth, LLC Miami, FL181KShares$10.9 Million0.02% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.11 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$4.02 Million1.94% of portfolio